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I went out in the cold today, took a shuttle buses that was replacing the central part of the green line, and walked into a Fidelity office to get the medallion signature I need on the BNY form.
They provided the medallion for my signature, but the woman who handled that told me she thought I would need to redo the _Fidelity_ forms once BNY had transferred the funds, because the inherited IRA would need a brand-new account, not the one I created for the purpose a few weeks ago. Having printed and signed those forms, I asked her to keep them, in case they are usable. (She may have been thinking I'm trying to move the money into an account that already has money in it.)
She also said I do need to put the form with the medallion signature in the mail to BNY, Fidelity can't send it to them electronically. I brought the medallion-ized form home with me, but before I put it in the mail I'm going to scan it and upload the scan to the Fidelity website, in case the previous advisor is right and they can do this electronically.
So that will be another outing in the cold, to a post office, in the hope the letter gets to BNY in good season despite both Christmas packages and the Republican effort to destroy the postal service. Fortunately, there are post office branches at this end of the green line, the part that's still running trolleys.
ETA: I scanned the document, and just uploaded it to the Fidelity website, with a message explaining that I will be mailing the hardcopy to BNY tomorrow.
They provided the medallion for my signature, but the woman who handled that told me she thought I would need to redo the _Fidelity_ forms once BNY had transferred the funds, because the inherited IRA would need a brand-new account, not the one I created for the purpose a few weeks ago. Having printed and signed those forms, I asked her to keep them, in case they are usable. (She may have been thinking I'm trying to move the money into an account that already has money in it.)
She also said I do need to put the form with the medallion signature in the mail to BNY, Fidelity can't send it to them electronically. I brought the medallion-ized form home with me, but before I put it in the mail I'm going to scan it and upload the scan to the Fidelity website, in case the previous advisor is right and they can do this electronically.
So that will be another outing in the cold, to a post office, in the hope the letter gets to BNY in good season despite both Christmas packages and the Republican effort to destroy the postal service. Fortunately, there are post office branches at this end of the green line, the part that's still running trolleys.
ETA: I scanned the document, and just uploaded it to the Fidelity website, with a message explaining that I will be mailing the hardcopy to BNY tomorrow.