[WSBAPT] Change of beneficiary not processed - UPDATE

[Paul Neumiller]

Now see?  Sometimes the sun does shine and your client will think you are a
genius.  Congrats.

 



 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Wednesday, July 22, 2015 2:27 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Change of beneficiary not processed - UPDATE

 

The insurance company just confirmed that they changed the beneficiaries!  

 

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

I prefer an excess of caricature to an excess of censorship. -Nicolas
Sarkozy

 

NOTE: I do not use encrypted email.  Messages sent to or from my office via
email are not secure and may not be protected by attorney-client privilege.
This email address is not monitored at all times.  If your matter is urgent,
please phone my office during regular business hours.  

 

Any tax advice included in this document and its attachments was not
intended or written to be used, and it cannot be used, for the purpose of
avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 

From: wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com>
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Wednesday, July 22, 2015 1:56 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Change of beneficiary not processed

 

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
 <http://www.lisaschuchman.com/> www.lisaschuchman.com

I prefer an excess of caricature to an excess of censorship. -Nicolas
Sarkozy

 

NOTE: I do not use encrypted email.  Messages sent to or from my office via
email are not secure and may not be protected by attorney-client privilege.
This email address is not monitored at all times.  If your matter is urgent,
please phone my office during regular business hours.  

 

Any tax advice included in this document and its attachments was not
intended or written to be used, and it cannot be used, for the purpose of
avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 

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