Could the 3rd time be the charm? Last Monday, all I wanted to do was roll over a very small traditional IRA that was in a 5 yr CD to a different financial instruction where I have a larger traditional IRA. I had the form from the receiving institution saying exactly what I wanted. After 45 minutes of clueless pecking and calling people, the guy gave me the check to mail. The account disappeared as expected in my app.
two days later my account reappeared with $3 and change in it. It said the check was just a withdrawal. So I go back and tell them I think they messed up. The same guy said he did it right and it would take care of itself. uh ok. An hour later I get a call from him. He messed up. He’s mailing me another check (made out again to the other financial institution) for the amount. Great. I receive the check on Saturday.
This morning I look at my bank account. Not only is the account still there, it now shows $4.00 in there and there’s no record of the second check.
I’m now on the phone hoping someone there can clear this stupid mess up. I’ve been on hold for 25 minutes and have moved up in the queue from 11 to 3. Lovely…
OMG I just went from 3 to 8 in the queue? Is this a sick joke?