1 month ago, from a WF branch, the bank manager I was working with personally faxed all the required forms (dad's death cert, mom's death cert, probate cert, notorized affidavit of domacile, and authorization of funds transfer) to liquidate my late father's brokerage acct. into the estate savings acct. I'd set up.
After 3 weeks, nothing transpires; I call the estate processing dept and am told they can't do anything; check with the branch ( this came right off the cuff, without even asking for the acct number, which in my experience they inevitably request despite the fact you just keyed it in).
About a week later, I meet the bank manager who is surprised the issue wasn't closed. He has me call back, and this time I get a real witchy little snot who tells me that they only have the probate cert and dad's death cert, despite the fact that I have a confirmed fax transmittal of all 6 pages sent.
The real kick in the sack occured when I asked why no one proactively contacted me about the hold up. I get a *** and bull story of how they have no way to contact me, and she inadvertantly admitted that the account could have hung in limbo through time immortal if I'd not kept after them myself.
As if that would have been the case if I'd owed THEM money, right?
At that point, I was real pissed and said that since I have to go through all that *** again, I'd better get some confirmation of complete reciept of reqired forms, or at least get proactively contacted if there is another problem. At that point, this little gem tells me that I have to REQUEST that particular service to be done if I resubmit. Really? I have to request that? Huh?
No matter; they can explain all that to my estate attorney.