My Late Auntie and Uncle had a joint IRA with a large amount of money in it. It was to be distributed between 8 beneficiaries 7 overseas in the uk and a Cancer charity in the USA, we needed to get an ITIN number before they could pay out so they could deduct Tax.This in itself wasn’t the easiest of things to obtain ,3 of us got them after applying a couple of times but others haven’t got them yet. ( I know this isn’t anything MS can help or do anything about). One of the beneficiaries sent them his ITIN number in April and still not had his inheritance transferred to his uk bank account yet, They keep making the most stupid excuses they can to save transfering the funds. The date of experience is the date they received one of the Beneficiaries ITIN number.
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