After several years, documents, phone calls, and overnight mail fees to establish access to an IRA account of my late husband held by Citizen's Wealth Mgt. Fund; Citizen's said all accounting was in progress and I was assured the funds would be made available to me as the beneficiary. I was sent docusigns a few weeks ago to complete by Citizens, and subsequent letters with the account information. I was also told several times, everything was fine. Yesterday, a very rude individual I had never spoken to called and treated me disrespectfully acting as if I were trying to jailbreak an account. I was told for the first time I was not a beneficiary, they had no records, did not know why I was calling, and denied any explanation and did not offer any follow up or phone numbers to assist in looking into how this account was so mishandled. A last call back was met with disdain and refusal to supply any reason why this all transpired after an exhausting process and assertions by an attorney. I provided Citizen's bank with the email from the attorney who had written to the bank over 2 years ago. I have attached supporting documents that show more than one individual believed the process was routine, and the beneficiary clearly designated. I have even submitted a letter from Citizen's bank notifying the Executors of his estate who the beneficiary was with Citizen's bank letterhead. Smoking gun demonstrating incompetence. Please forward this information to a higher up department, because an apology should have been offered if all of this was a major mistake, and if everybody was lied to and poor handling on Citizen's end. I also do not want to get robbed by a bank. If the individual who sent me a link yesterday to upload my documentation is wrong; she should be reprimanded for being rude. Estate matters are a serious matter and should be handled with respect which she lacked to the core. I never asked for this fiasco read more