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Mutual of America complaint: Failure To Respond To Requests For Deceased Wife’s IRA

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Filed 14 Jun 2023 by Joseph

My wife died on 02/01/2023. Mutual of America was contacted within a week of her death because she had an IRA with them. I have repeatedly called them and asked for the paperwork to transfer my late wife’s IRA to her estate account. By the way, I am the court appointed administrator of her estate. I have been repeatedly told that either the paper work is on the way or they ave not gotten to the IRA yet. My wife will have been dead for 5 months on July 1st 2023, and Mutual of American has shown no interest in aiding me to place the IRA in my late wife’s estate account.

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