redbird: closeup of me drinking tea, in a friend's kitchen (Default)
( Nov. 24th, 2025 01:18 pm)
I think I have arranged to transfer the inherited IRA money from my mother's account at BNY to a new account in my name at Fidelity. It's at Fidelity because they were willing and able to do this, rather than telling me that I would have to go somewhere else to get a medallion signature.

A couple of weeks ago Adrian's advisor at Fidelity said that they could provide the medallion signature, and would do it for free because she has an account there. When she called this morning to make an appointment, they told her that they couldn't do that for her partner, but if I created an account today to transfer the money into, I could go there tomorrow and get the medallion signature. So, I called Fidelity to set up the account.

That went more smoothly than I expected. Someone walked me through the process of creating the new account, and setting up the transfer. He said the Fidelity back office people will take care of moving the money, and he didn't think I would need the medallion signature, meaning I don't need to go to their office. The website said the "estimated completion date" was Dec. 16, and the man I was talking to said it would probably be sooner than that.

I want this to be done before the end of the year, so I can take the 2025 required minimum distribution.

I am hopeful that this will work, even if they call me and tell ne to come in and get the medallion signature guarantee.
redbird: closeup of me drinking tea, in a friend's kitchen (Default)
( Jun. 12th, 2025 08:45 pm)
Cattitude and I got up at 5:45 so he could pill Kaja, preparatory to her dental surgery. Both the pilling and the medical care went well, and she is on soft food only for 10-14 days. Therefore Molly is too, and we have to give them different treats than the usual dental Greenies. (Kaja will also be getting anti-inflammatories for a couple of days, and gabapentin for five.)

I got email from my brother about Mom's estate. He has done the necessary formwork so Vanguard can give us the money from her account there, where we are co-beneficiaries. His share is already in his account existing account. I tried setting an account up online, which apparently failed at the last minute, so I called and got a helpful person to walk me through the process again, step by step. I had gotten far enough earlier to create security questions, including some that I can actually remember my answers to, and haven't used repeatedly elsewhere. Separately, I need to talk to someone at Amalgamated Bank about the account there, a joint account with both our names on it. I hope they'll let me, as co-owner, close the account and transfer the money elsewhere, rather than sending them a copy of the death certificate, getting the account just in my name, and then closing it.

Mark also said he's thinking of going to London next month to sort through Mom's belongings, photos, and paperwork. So he wants to know whether I'm going as well, and if so, what dates worth for me. (Putting this here so I'm less likely to forget to talk to Cattitude and Adrian and then write back to Mark.)
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redbird: closeup of me drinking tea, in a friend's kitchen (Default)
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