Beryl
Recycles dryer sheets
- Joined
- Jun 20, 2007
- Messages
- 413
A broker mistyped my employment status as "unemployed" instead of "retired" on a 401K to IRA roll-over application form. It was a dumb mistake because the same institution manages my company's pension which I now receive. Maybe it is because I'm younger than normal retirement age.
I voluntarily retired after almost 30 years at the same company and being listed "unemployed" sounds like I'm a "slacker" somehow. I have no plans to obtain employment again.
She suggested that I corrected it on the form and initial both of our copies but I'm wondering if I need to follow-up to make sure the correction was made permanent in my files. I don't want to make more out of this than necessary.
I voluntarily retired after almost 30 years at the same company and being listed "unemployed" sounds like I'm a "slacker" somehow. I have no plans to obtain employment again.
She suggested that I corrected it on the form and initial both of our copies but I'm wondering if I need to follow-up to make sure the correction was made permanent in my files. I don't want to make more out of this than necessary.