I've been patient, over 3 months trying to get my father's IRA into an Estate. first was asked to have my parents write a note, have it notarized to let me be their agent. I turned it in, Waited for approval, was told not accepted needed power of attorney letter. gave that, waited for review, was told that wasn't good enough. now I needed a doctors note saying they aren't able to handle their banking. Next Step: was told i had to go to register of wills to open up estate, since my mother wasn't a beneficiary. that was the easy part. waited on the letter. then I took letter to open the estate, I was told had to wait for "legal" team to review, waited a month. I received a call from bank to come in, and finalize everything. while coming into bank I find out my mother was a beneficiary after all. none of these other steps are needed.
NOW after calling the IRA people at PNC(from home) , I find out she wasn't a Beneficiary, they were looking at another annuity my father had. they will send out paperwork to fill out 7-10 to get in mail, then 45 days to get Results. ARE YOU KIDDING ME!!!
savings/annuity/checking/IRA coming out tomorrow. read more