Non-US Investing • Do US brokerages demand an IRS Transfer Certificate before releasing funds from an estate?

QUESTION 3. If I have over $60,000 in cash - will you require the heirs to wait until you receive a Transfer Certificate from the IRS, or will you release the first $60,000 without it? (Note: I have no other USA situs assets.)
ANSWER 3: Generally, if there are more than 60k in US assets, we require a transfer certificate before releasing any of US assets.

Statistics: Posted by Laurizas — Sat Feb 10, 2024 12:06 pm — Replies 17 — Views 2624