[Fredslist] CitiBank Contact

[Lawrence Sprung]

Dear all,

I have a client that recently passed away with an IRA account at Citibank.  Her son, an attorney, has tried to get the paperwork needed to rollover these assets to an IRA with my firm.  He went into the clients local branch on 1/14/2012 and was told this paperwork needed to be sent from Citibank's probate department and could not be handled at the Branch.

He has not received anything at this point.  I am not sure he was even given the right information considering the IRA had beneficiaries it would not be subject to probate.  Can someone lend me a contact that would be able to assist me in rectifying this matter and getting this clients assets distributed and rolled over.

Regards,

Lawrence D. Sprung, CFP(r)
President
Mitlin Financial, Inc.
(631) 952-4466
www.mitlinfinancial.com<http://www.mitlinfinancial.com/>

Please visit my blog at www.lawrencesprung.com<http://www.lawrencesprung.com/>

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