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re: Legal advice - 403(b) plan
Posted on 3/28/24 at 5:57 pm to LSUFanHouston
Posted on 3/28/24 at 5:57 pm to LSUFanHouston
To piggyback...if you have an I bond or any other bond through TreasuryDirect, make sure you set that up correctly too. My dumbass apparently set up two registrations for my dad, one POD. Well....the bond is in the other. So I'm jumping through a ton of hoops plus dealing with an incompetent BOA employee trying to get a measly $10k plus interest paid out to my mom who has cancer and cannot manage her affairs.
Speaking of...if anyone knows somewhere I can get a signature guarantee, or knows someone at BOA with a IQ over 90 to look into what I've already submitted which includes the TD form, an Affidavit of Small Estate, death certificate, and a filed POA, that would be great.
Speaking of...if anyone knows somewhere I can get a signature guarantee, or knows someone at BOA with a IQ over 90 to look into what I've already submitted which includes the TD form, an Affidavit of Small Estate, death certificate, and a filed POA, that would be great.
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