Chase: your results may vary
One frustrated customer tells us this:
My financial adviser from Apple bank and I have been unsuccessfully trying to roll over a small IRA from Chase for 3 years now. Forms that have been filled out over and over again while a Chase representative was on the phone giving us detailed instructions that we religiously followed. Every single time the forms came back with this or that supposed problem. There is no doubt in my mind that Chase has not been acting in good faith and simply doesn’t feel like forking my money over. As a last attempt we requested the transaction to be processed as a rollover in form of a check made out to me. That has now been screwed up and I have to pay taxes on the amount that is now no longer part of my retirement. I’m beyond mad and advise all my friends to take their money out of Chase.
Ineptitude | admin February 12, 2013
