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Hello, I was laid off from my job in May with a severance package (thank God) and I am eligible to receive money from my pension plan. I want to roll it over into a Roth IRA. I have been trying to get Fidelity to send paperwork for me to do this for over 3 months now. Each time I call them, they say that they're in the process of sending the papers and when I go online to check the status, the amount of my pension has gone down. I need to know what else can I do to get this resolved. Also, I read that whenever they do send me the paperwork that it is better if I am sent a Trustee to Trustee Transfer Form. Is this correct? I need help, thank you. Brenda G.

Submitted: 88 days and 7 hours ago.

Category: Legal

Value: $18

Status: AWAITING CUSTOMER ACTION

State/Country relating to Question: Missouri

Already Tried:
I've just continued to call them inquiring about the paperwork so far.

Posted by RayAnswers 88 days and 7 hours ago.

Answer

Thanks for your question. I suggest an in person visit. i am not sure where you are in Missouri but here are three branches. Hopefully one is close to you. Missouri sure has some beautiful parts.I have relatives near Ashland/Jeff City..


Fidelity Investments
- www.fidelity.com
XXXX XXXXX XX, Saint Louis, MO - (XXX) XXX-XXXX
Directions and more »


Fidelity Investments
- www.fidelity.com
1524 S Lindbergh Blvd, St Louis, MO - (XXX) XXX-XXXX
Directions, hours, and more »


Naught Naught Agency
- www.naught-naught.com
XXXX XXXXXXX XX, Jefferson City, MO - (XXX) XXX-XXXX
Directions and more

88 days and 7 hours ago.

Reply

Hi. I'm in Blue Springs. I'm familiar with Jeff City, but I don't know exactly where it is or how long it would take to get there, I will find out though. Thank you. Yes, Missouri does have some beautiful parts but I'm originally from Arkansas and I'm a little more partial to it.(:-) Do you know anything about the Trustee to Trustee Transfer Form?

Accepted Answer

About midway down on this site here is reference..

http://www.irs.gov/publications/p590/ch01.html

Accepts:
Expert:	RayAnswers
Pos. Feedback:	97.9 %
Answered:	8/27/2009

Lawyer

25 years in civil, criminal, family, probate, elder issues, and administrative law

Posted by RayAnswers 88 days and 7 hours ago.

Answer

Here's map for you..

http://maps.google.com/maps?q=blue+springs+missouri&oe=utf-8&rls=org.mozilla:en-US:official&client=firefox-a&um=1&ie=UTF-8&split=0&gl=us&ei=tdGVSt7FAdOwmAetgozmCg&sa=X&oi=geocode_result&ct=image&resnum=1

88 days and 6 hours ago.

Reply

Thank you. You've been very helpful.

Posted by RayAnswers 88 days and 6 hours ago.

Answer

You're welcome..Ray

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State/Country relating to Question: Missouri Already Tried: I've just continued to call them inquiring about the paperwork so far.

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Accepted Answer

About midway down on this site here is reference.. http://www.irs.gov/publications/p590/ch01.html

Answer

Here's map for you.. http://maps.google.com/maps?q=blue+springs+missouri&oe=utf-8&rls=org.mozilla:en-US:official&client=firefox-a&um=1&ie=UTF-8&split=0&gl=us&ei=tdGVSt7FAdOwmAetgozmCg&sa=X&oi=geocode_result&ct=image&resnum=1

Reply

Thank you. You've been very helpful.

Answer

You're welcome..Ray

Related Legal Questions

State/Country relating to Question: Missouri

Already Tried:
I've just continued to call them inquiring about the paperwork so far.

About midway down on this site here is reference..

http://www.irs.gov/publications/p590/ch01.html

Here's map for you..

http://maps.google.com/maps?q=blue+springs+missouri&oe=utf-8&rls=org.mozilla:en-US:official&client=firefox-a&um=1&ie=UTF-8&split=0&gl=us&ei=tdGVSt7FAdOwmAetgozmCg&sa=X&oi=geocode_result&ct=image&resnum=1