I really hate to ask, but it's been "a while" since I completed any ATF forms, and with the current situation I'm just preppint to make things easier for my wife if something were to happen to me.
Are both FP cards and Photos required for Form 5 transfers to a Named Beneficiary now? In the past only Photos were required, but the current Form 5 instructions don't appear to indicate an exception for FP cards. Can someone please clarify? Thanks in advance!!
Howard