[WSBAPT] Problem with KeyBank IRA

[Brent Williams-Ruth]

Not knowing the answer but tossing the idea out -

is it possible to still log into the social security portal to get a screen
grab/print showing the name? Otherwise, I agree with Diane that getting a
simple ex-parte order saying Susan Smith is really Rebecca Susan Smith and
ordering Key Bank to stop being jerks and transfer the money.

Yes - I am that petty, I look for slight and subtle ways for the Court
order to point out how ridiculous they are....all within the bounds of the
RPC's and applicable laws, of course.

This is one of those things that drives me nuts about our laws - they are
toothless to people/entities that fail to follow them which requires the
individual and their attorney to waste time and money even though the law
is on your side.

Good luck to you!!

*Brent Williams-Ruth* (pronouns: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*

*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*

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e-mail <Brent at Williams-RuthLaw.com> / website
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On Thu, Aug 25, 2022 at 10:35 PM Diane J. Kiepe <DJKiepe at depdslaw.com>
wrote:

> Sadly
> Despite common sense, Key bank will likely only accept a court order.
>
> I would think you could get it ex parte with a declaration from surviving
> spouse as to facts of names belonging to one person
>
> Sent from my iPhone
>
> On Aug 25, 2022, at 2:29 PM, Joshua Grant <jgrant at advocateslg.com> wrote:
>
> 
>
> My client is PR of an estate of his wife.  One asset is an IRA at KeyBank
> in decedent’s middle and last name only. Not uncommonly, decedent generally
> went by her middle and last name.  When she invested $$ in this IRA she
> used her Middle and Last Name.  Surviving Spouse is the beneficiary.
> KeyBank asked for a copy of her Social Security card because the death
> certificate has first middle and last name (which would match the death
> certificate).  No social security card exists and social security won’t
> issue a new one to a dead person.  Bank insists on a copy of a social
> security card I guess so that they can see all 3 names of decedent,
> notwithstanding they have a death certificate and letters testamentary,
> each of which has all 3 names.
>
> Suggestions?
>
>
>
> *Joshua F. Grant*
> [image: image001.png]
> P. O. Box 619
> Wilbur, WA 99185
> 509 647 5578
>
> jgrant at advocateslg.com
>
>
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