[WSBAPT] Change of beneficiary not processed

[Lisa Schuchman]

Hi, all,

In 2011, an annuitant sent a change of beneficiary form to his insurance company for his annuity.  His signature was witnessed by a bank officer who knew him who also faxed it for him.  Recently the attorney-in-fact for the annuitant was reviewing his assets and saw that the beneficiary had not been changed.  An insurance company rep initially told the AIF that the change had been received but that now it was too old to process (really).  Now they say the COB form was never received.

The annuitant is very ill and not mentally able to sign documents.  Does anyone have any suggestions on dealing with the insurance company?    Thanks.

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com<http://www.lisaschuchman.com/>

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