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I received a letter from Legal Claimant Service advising me that they located a mutual fund that belong to my late husband (he passed away almost 10 years ago). Legal Claimant Service specializes in locating accounts that are dormant or in need of attention and reuniting them with the original account owners' proper legal claimant(s).
They told me that the mutual fund is $16,000, and they will keep 25% for the recovery fee up front. I will get 50% and my late husband's two children will get 25% each.
They will mail me a form agreement to indicate my acceptance of this arrangement. I have to sign my name and give my social security number. Also, I will have the form notarized by a notary public. This same form agreement will be sent to my husband's two children.I really don't want to give out my social security number. Does the company need it to identify me?