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have requested broker close my deceased mother's account, being put off claiming can't find paperwork.?
I have requested acount closure for over a week. My paperwork is in order and all they tell me is they can't find the original paperwork on the account to see who the beneficiary was and i have to wait till they find it to do anything. I don't think it should take this long. Do I have any legal options?
I cannot find original paperwork, have been through all documents in her home.
2 Answers
- Anonymous1 decade agoFavorite Answer
Correct -- you find the original paperwork and forward it to them.
Big picture -- 30 days is reasonable. 91 days+ is not reasonable. The rules for financial disclosure are exhausting and tricky. If they screw it up, they will be liable and you will have a mess. It usually helps to do everything in person and to contact them once a week on the same day at the same time until the situation is resolved to your satisfaction.
- ?Lv 71 decade ago
Yes dig out your mother's original contract from when she opened the account and forward them a copy.