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RRIF Expert tax advice request

288 views 10 replies 4 participants last post by  ian  
The trustee would have to be the FI meeting what the signed beneficiary form said. The Executor has no right to 'touch' a registered account with a named beneficiary.

However, I agree Ian needs to clarify what 'transferred' means. I took it to mean successor annuitant.
 
I doubt it can be reversed since your sister was alive at time of BIL death and presumably already received the account as 'successor annuitant'. Sometimes there are provisions to handle a simultaneous death, or a successor death within 30 days, but not after that. I am no expert on this though. I think a lawyer may have to address this.