What is the name of your state (only U.S. law)?
I live in GA. My father retired from a large co in NY. He and my mother moved to GA. Mother has Alzheimers. Dad passed away two years ago. I have the POA for both of them. I am the Executor of their estate and I am the person who pays all my mothers expenses (out of their trust fund) . For two years I have been sending copies of the POA, death cert and medical dr confirmation that my mother is incapacitated to the company. They continue to refuse to pay out the remainder of my fathers retirement fund. They acknowledge the $ is there and is owed to my fathers estate. At first they said they never rec'd the documents ( I've sent them 3+ times and have the documentation to prove it) and now after two reviews by their Erissa Attorney they are saying that the POA I have is not sufficient. I have only had this one POA and have been able to do everything else for the estate including sell their house and manage their other assetts. The Co says I need a NEW POA that specifically references the reitrement plan. Is this normal?
As I stated earlier my mother is completely incapacitated so there is no way for her to sign it. I am at a complete loss. ANy suggestions?
I live in GA. My father retired from a large co in NY. He and my mother moved to GA. Mother has Alzheimers. Dad passed away two years ago. I have the POA for both of them. I am the Executor of their estate and I am the person who pays all my mothers expenses (out of their trust fund) . For two years I have been sending copies of the POA, death cert and medical dr confirmation that my mother is incapacitated to the company. They continue to refuse to pay out the remainder of my fathers retirement fund. They acknowledge the $ is there and is owed to my fathers estate. At first they said they never rec'd the documents ( I've sent them 3+ times and have the documentation to prove it) and now after two reviews by their Erissa Attorney they are saying that the POA I have is not sufficient. I have only had this one POA and have been able to do everything else for the estate including sell their house and manage their other assetts. The Co says I need a NEW POA that specifically references the reitrement plan. Is this normal?
As I stated earlier my mother is completely incapacitated so there is no way for her to sign it. I am at a complete loss. ANy suggestions?