We had a retirement account with Putnam…
We had a retirement account with Putnam Mutual funds which was taken over by Franklin Templeton which contracted out the 403b accounts to Aspire. I've been trying to get the 1099R to file my taxes and have been unsuccessful, it seems it all must be done online. I called to try and establish an online account, but the email verification notice to establish the account did not come through. I've also been trying to get the 403b account moved to another mutual fund company, but all applications must be done online and have been rejected 5 times with no detailed explanation, just a notice of rejection. It seems that the school system has to fill out part of the request to get my own money moved. A copy of the form, which was sent to me, and which I forwarded to the school from Aspire, unfortunately, the form they sent was missing some pages. However, the page was included with the school endorsement which was completed by the school and sent by them directly to aspire by the school. This was also rejected. This has been a miserable, time-consuming experience. To update: we got another rejection at 2:04 am on 3-16, an approval 8:13 am on 3-16, and rejections on 3-17 and 3-18. We did get an explanation on the rejections that the signatures were invalid. It seems that the signatures using the Adobe software of the form don't count. We visited St Mary's county public schools administration and got a new form "wet" signed along with my wife's signature. We mailed it out via USPS 3-17. I hope this works. Still waiting for 1099R, we got a promise over the phone that one would be mailed.