What is the name of your state?Texas
I am the TTEE of a trust created by a pour over will and in the process of collecting death benefits on policies and variable annuities. All companies have processed the claims I filed except one. It has refused my documents and trust account info.The company in questions says my paperwork is not in good order and I must file a "trust document". I am baffled as to what document this is. I am also named as the beneficiary of the annuity and also the executrix of the estate. I have had both the broker and cpa for the trust contact the company. I just recieved a letter from the company in question stating that they do not except wills as trust documents. Can anyone tell me what type of trust document I need to send them?
I am the TTEE of a trust created by a pour over will and in the process of collecting death benefits on policies and variable annuities. All companies have processed the claims I filed except one. It has refused my documents and trust account info.The company in questions says my paperwork is not in good order and I must file a "trust document". I am baffled as to what document this is. I am also named as the beneficiary of the annuity and also the executrix of the estate. I have had both the broker and cpa for the trust contact the company. I just recieved a letter from the company in question stating that they do not except wills as trust documents. Can anyone tell me what type of trust document I need to send them?