Out of the blue a family member requested my personal information including my SSN number to update their legal documents. I do not give out SSNs to anyone. I was told the information is required for updating a will. There seems to be confusion as to whether providing a SSN at this point in time is a legal requirement. One school of thought insists that Name, DOB, Phone and Address are all that is needed. The other school of thought includes these items and SSN. If such last will is read and acted upon legally, it seems logical that SSN of assigned beneficiaries would be needed to "verify" said beneficiaries. Appropriate taxation, etc. and disbursements to “verified beneficiaries" would then proceed. I am concerned about identity theft and privacy letting my SSN out in what appears to be a scenario where I am told a will is being updated and I am to be listed as a beneficiary. Please advice on whether a SSN of a beneficiary assigned to an updated will is legally required in the state of Massachusetts. Thank you.
There is never any legal need for a beneficiary's Social Security number to be included in a Massachusetts will. Including the Social Security number in a will seems foolish and dangerous, as the number could end up being disclosed to everybody in what may eventually be a document that is available to the public. The beneficiary's Social Security number would not be needed until the decedent's estate makes a distribution to the beneficiary the Social Security number is then needed for income tax purposes.
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