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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I had similar issues with TIAA in an estate I handled a couple years ago (my dear mother). My handsome twin brother handled the TIAA part of it. It was very frustrating,
but I recall he had to work his way up the chain of command before he found someone who realized that not everyone has a PR and letters testamentary.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">(503) 226-3574 - fax<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>David Greenberg<br>
<b>Sent:</b> Friday, January 19, 2024 3:24 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] TIAA Refusing to Provide Information<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Has anyone dealt with this before? Am I missing something, or is there a workaround for TIAA’s request?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Dave<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><o:p> </o:p></span></p>
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<p class="MsoNormal"><a href="https://greenbergplanning.com/"><span style="font-size:12.0pt;mso-ligatures:none;text-decoration:none"><img border="0" width="170" height="105" style="width:1.7708in;height:1.0937in" id="Picture_x0020_1" src="cid:image001.png@01DA4AEE.08FCD470"></span></a><span style="font-size:9.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1E95B2;mso-ligatures:none">Dave R. Greenberg,<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1E95B2;mso-ligatures:none">Attorney<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:4.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1B1464;mso-ligatures:none">425-522-2476
</span><span style="font-size:9.0pt;color:#1B1464;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><a href="mailto:dave@greenbergplanning.com"><span lang="FR" style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#1E95B2;mso-ligatures:none">dave@greenbergplanning.com</span></a></span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><u><span style="font-size:4.0pt;font-family:"Arial",sans-serif;color:#1B1464;mso-ligatures:none"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal"><b><u><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1B1464;mso-ligatures:none">Greenberg Estate Planning, PLLC<o:p></o:p></span></u></b></p>
<p class="MsoNormal"><b><u><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1B1464;mso-ligatures:none">40 Lake Bellevue Dr., Suite 100<o:p></o:p></span></u></b></p>
<p class="MsoNormal"><b><u><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1B1464;mso-ligatures:none">Bellevue, WA 98005<o:p></o:p></span></u></b></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><a href="http://www.greenbergplanning.com/"><b><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1E95B2;mso-ligatures:none">greenbergplanning.com</span></b></a></span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><a href="https://greenbergplanning.cliogrow.com/book"><b><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1E95B2;mso-ligatures:none">Schedule a Meeting</span></b></a></span><b><u><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1E95B2"><o:p></o:p></span></u></b></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#767171;background:white">This message and its contents are confidential. If you received this message in error, do not use or rely upon it. Instead, please inform the
sender and then delete it. Thank you.</span></i><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#767171"><o:p></o:p></span></p>
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