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Fidelity Investments complaint: Incompetent Fidelity communications with beneficiary

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Filed 11 Jan 2021 by Anthony

For several years I have been trying to claim inheritance in the form of a retirement account my late mother had with Fidelity. Despite filing the paperwork multiple times – including notarized ID documents and notarized copy of legal inheritance status – Fidelity just keeps sending me the same forms again and again. They are apparently unwilling or unable to provide personalized service. No explanation. No details. Just the same forms repeatedly. Very sad state of affairs.

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