Hi everyone, I am the beneficiary of some IRAs and annuities. When I started the process of transferring the funds into beneficiary IRAs, the companies all required that I send the original contract in, "if available."
I contacted the executor of the estate (who is looney tunes, but that's another story for another time), and she's complaining about having to find these annuity contracts. She demands to know why the companies would want these when they themselves issued the policies. A google search is not answering this question. Does anyone know?
Submitted February 04, 2019 at 09:00AM by mai_tais_and_yahtzee http://bit.ly/2S7SUxj
