If the estate is probated, we require letters of administration naming the executor. If the estate is not probated, you can apply for a small estate affidavit (depending upon your state’s laws and regulations). You will also need a Taxpayer Identification Number (TIN).
If the trust is no longer in effect, we will need the dissolution of the trust or a notarized statement from the executor 1) stating that the trust is not in effect and 2) directing payment of the benefit.