- Feb 14, 2017
- Lost a loved one
I hate all this paperwork. I'm caught up in and endless loop today. 2 different investment accounts are requiring something called a signature guarantee on their forms so that I can transfer funds to my name. The signature guarantee has to be done by a bank officer. Called today and he told me I will need a death certificate, short form letter from probate and a recent statement with the value of each account. Therein lies the problem. I have the death cert and short form letter. I do not have recent statements. He always had them delivered electronically. I got in his email, but then realized that it was a link to the login to the account. - problem is that when I notified these firms that my DH had passed, they locked his online accounts. Had I known that a statement would be required, I could have gotten one before I notified them.