<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=us-ascii"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Now see? Sometimes the sun does shine and your client will think you are a genius. Congrats.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><a name="Paul_Neumiller"><span style='color:#1F497D'><img width=375 height=225 id="_x0000_i1025" src="cid:image001.jpg@01D0C48F.83C2BF10"></span></a><span style='color:white'><o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Lisa Schuchman<br><b>Sent:</b> Wednesday, July 22, 2015 2:27 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Change of beneficiary not processed - UPDATE<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'>The insurance company just confirmed that they changed the beneficiaries! <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'>Lisa E. Schuchman<br>206-325-2801<br><a href="http://www.lisaschuchman.com/" target="_blank">www.lisaschuchman.com</a><br><br>I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'> </span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'>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. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'>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.</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:24.0pt;font-family:Webdings;color:green'>P</span><span style='font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:green'> </span><b><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:#008100'>Please consider the trees before printing this document</span></b><span style='font-size:12.0pt'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Lisa Schuchman<br><b>Sent:</b> Wednesday, July 22, 2015 1:56 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> [WSBAPT] Change of beneficiary not processed<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'>Hi, all,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'>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. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'>The annuitant is very ill and not mentally able to sign documents. Does anyone have any suggestions on dealing with the insurance company? Thanks.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'>Lisa E. Schuchman<br>206-325-2801<br></span><a href="http://www.lisaschuchman.com/" target="_blank"><span style='font-size:12.0pt;font-family:"Garamond",serif'>www.lisaschuchman.com</span></a><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'><br><br>I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'> </span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'>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. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Garamond",serif;color:black'>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.</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:24.0pt;font-family:Webdings;color:green'>P</span><span style='font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:green'> </span><b><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:#008100'>Please consider the trees before printing this document</span></b><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>