I have been struggling since February to liquidate my assets with Brighthouse and roll the funds over to my IRA. My financial advisor has filled out all paperwork and my spouse had to get their signature notarized. Now they are requesting a plan administrator’s signature and date for a company that is now dissolved. It is impossible to get Section 10 of their incredibly archaic form signed. It's my money. This should not be so difficult. Each time I (or my financial advisor) call for assistance, we get new stories about how to handle the situation. Just wrote a letter, recommended by customer service. This better work this time. HORRIBLE! They use a lot of stall tactics!
3 weeks ago
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