DatumPoint5
Recycles dryer sheets
- Joined
- Jan 22, 2014
- Messages
- 170
We had 1 joint account, her IRA, her funds account, and my funds account. I am sure that somewhere in their endless list of paper forms there would have been a "paper version" of what we asked the representative to do was available to "do it ourselves", but, it was so much easier to just tell him what we wanted, and he did it. There was a point in the process where he had us identify ourselves by stating out loud our ssn and birthdates. Other than that, no forms, no delay. We were immediately able to verify we had access to each others accounts.