[WSBAPT] TIAA Refusing to Provide Information

[David Greenberg]

I am having issues getting date of death information from TIAA. Deceased had a funded RLT and beneficiaries listed on all other accounts. Trustee of RLT will be filing the estate tax return. TIAA is refusing to provide date of death statements and values unless the trustee provides letters testamentary or letters of administration.

Has anyone dealt with this before? Am I missing something, or is there a workaround for TIAA's request?

Thanks,
Dave


[cid:image001.png at 01DA4AEB.68C80580]<https://greenbergplanning.com/>
Dave R. Greenberg,
Attorney

425-522-2476
dave at greenbergplanning.com<mailto:dave at greenbergplanning.com>

Greenberg Estate Planning, PLLC
40 Lake Bellevue Dr., Suite 100
Bellevue, WA 98005

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