Awaiting information on portion of IRA account from deceased mother transferred to my h...
GetHuman2151113's customer service issue with National Financial Services LLC from February 2019
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The issue in GetHuman2151113's own words
Awaiting information on portion of IRA account from deceased mother transferred to my husband through Reason Financial (*st Global Capital Corp.) Received correspondence from National Financial Services LLC that the retirement account had been accepted, with a partial account * on the correspondence. Where is the check for the mandatory distribution? Where is the follow up correspondence from you after *********? Reason Financial did not have any information for us. Since they had all of the necessary paperwork by ******, what is the holdup on these transactions? We need answers asap.
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