ownyourfuture
Thinks s/he gets paid by the post
- Joined
- Jun 18, 2013
- Messages
- 1,561
My mother turned 90 this past July. She last drove sometime in late 2019 or early 2020.
Her drivers license expired in July 2021
Approximately 3 weeks ago, we filled out an application to change her quarterly annuity payments from getting a check in the mail, to having it directly deposited in her checking account. The application stated that a copy of a blank voided check would be sufficient to set it up.
I took care of all that & dropped it off at Edward Jones. Early last week, her advisor called & said the annuity administrator said they require some type of medallion signature guarantee, and/or a state issued ID which includes her signature.
Right now, we're leaning towards continuing to receive the quarterly checks via snail mail, but this issue got me thinking. Even though it's challenging for her to get around now (she requires a walker) should we go ahead & get a new state issued ID ?
Are there other instances that haven't come up yet, where a state issued ID will be required ?
Thanks in advance.
Her drivers license expired in July 2021
Approximately 3 weeks ago, we filled out an application to change her quarterly annuity payments from getting a check in the mail, to having it directly deposited in her checking account. The application stated that a copy of a blank voided check would be sufficient to set it up.
I took care of all that & dropped it off at Edward Jones. Early last week, her advisor called & said the annuity administrator said they require some type of medallion signature guarantee, and/or a state issued ID which includes her signature.
Right now, we're leaning towards continuing to receive the quarterly checks via snail mail, but this issue got me thinking. Even though it's challenging for her to get around now (she requires a walker) should we go ahead & get a new state issued ID ?
Are there other instances that haven't come up yet, where a state issued ID will be required ?
Thanks in advance.