AND, I ran into a Branch Manager who was definitely incompetent. Figure I have this estate stuff down cold now having done it twice. She really just wanted to get rid of me.
I go in bright and chipper having just done some banking at Wachovia on another matter in zip time. I was going to be done and get back in time for coffee.
I go in and explain my tale. She first wants to give me cash from the estate account. I politely explained she can’t do that and I certainly can’t accept it. All I want her to do is complete my previous September transaction (i.e., convert regular individual account into an estate account). Chase supposedly did it and transferred it to an Estate Account at Wachovia. No problems. But evidently someone made a mistake cause one account wasn’t closed and money was left behind. I spent ninety minutes trying to complete this simple task. And, she basically told me that she didn’t know what was done, but she could not help me. Every time she spoke to “branch support”, she described it as if I wanted a “distribution”. So their response was to ask for a “tax waiver”! I didn’t want a “distribution”, I merely wanted it “rolled over” to an Estate Account. Arghhh! I explained it two her at least FOUR times and she just didn’t or wouldn’t get it.
If I had an account at chase, then it wouldn’t be there very long. Argh!!!
It put me on tilt the whole day!
Arghhhhhh!
Reinke Faces Life 