Monday, July 20, 2015

More on Annuity . . .

Our little annuity is a joint annuity, not common, indeed rare is a problem in and of itself.  So we had to do the paper work all over again because Judie is the primary and I am the secondary on the annuity.  It has got to be in the right order or the insurance company does not accept it.

Then the original annuity insurance company wanted a certain form filled out.  But they would not give it to us.  T. Rowe Price, the overlay for the variable annuity said no such form is needed.  Security Benefits, the annuity primary insurance company, said you have the form filed out, but we will not talk to you, you can only talk to T. Rowe Price.  I call that a "Catch 22."

The new annuity insurance company helped us out, they had the secretive form.  They sent it to me and I printed it out.  But not before the computer decided it could not talk to the printer any more.  I had to reload the printer to the computer (and in fact it is now loaded twice).

The form sent us was an *,xps form.  I had to save it to the computer, pull it up in Microsoft Word to print it out.  That was a task in an of itself.  But we got it done.

Boy, annuity insurance companies are worse than banks.  They just do not want to give you your money.  The are PITA.

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