A portion of an email I sent earlier:
“Per our conversations, I have updated the trustee on the above referenced accounts from TrusteeA to TrusteeB. I’m attaching the corrected new account paperwork. Our system does not update the signature lines, only the registration and associated persons information. Even though the signature line still shows TrusteeA’s name, please have TrusteeB sign instead. I have confirmed this will not cause a problem”
The response I receive:
“On the account documents, you changed TrusteeA to TrusteeB, but on the signature page it still say TrusteeA. Please change and return to me. Thanks”
I give up. I’m going to nap now. Kthx.
