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I have gone in circles with Fidelity about this. I have a pension with Fidelity, through my employer. In processing when I want it to start, there seems to be this "thing" that I have to do to prove I am single. I thought, just how do I do that? The 2nd person I spoke to, there have been 4, said, "just go to a notary and get a "single status affidavit". I make an appt. at my bank with the notary, this morning, and he looked at me like I had a 3rd eye. Never heard of this, talked with other bank people who had never heard of this either. I thought ok, maybe I missed something on the Fidelity website. I then went around in circles for an hour and half with someone else at Fidelity, who essentially didn't know what she was talking about. I wanted to scream. Onward, to person #4, when I had to call back with questions... omg, can this be real?? She tells me there is no document for this that essentially I need to write my own form of single status affidavit, take it to the notary and on and on. Seriously, that's it, after all this??
I see online all these "single status" certificates etc., for other countries, for getting married etc. I am thinking if I need to do my own statement I can tease this and that from other forms I have seen. But is that ok to do?
But really, has anyone had to do this or know anything about it?? I would be eternally grateful for any thoughts, ideas. Thanks.
Actually, that sounds pretty reasonable. It's not the notary's job to compose a document, only to verify that you're the person who signed it in their presence. One thing you might want to do is compose an affidavit and run it by Fidelity to see if it's acceptable before you take it to a notary. Unfortunate that Fidelity can't help you by supplying sample wording.
And, you probably know this but in case others are wondering: if you want to take a pension with no Survivor benefit (which gives you a higher amount per month) any spouse must agree to it. Perfectly reasonable for Fidelity to want to assure themselves that there's no spouse whose consent they have to obtain.
Actually, that sounds pretty reasonable. It's not the notary's job to compose a document, only to verify that you're the person who signed it in their presence. One thing you might want to do is compose an affidavit and run it by Fidelity to see if it's acceptable before you take it to a notary. Unfortunate that Fidelity can't help you by supplying sample wording.
And, you probably know this but in case others are wondering: if you want to take a pension with no Survivor benefit (which gives you a higher amount per month) any spouse must agree to it. Perfectly reasonable for Fidelity to want to assure themselves that there's no spouse whose consent they have to obtain.
No problem with them wanting it. Understand the reasoning. Just their assuming the notary would provide it, wrong. Now that I know, I will compose something and go from there. Wisg I had know 2 weeks ago.
Maybe try a law office? A paralegal might be able to help you
And also not all notaries are the same. We have a lady in our small town that handles all kinds of notary cases. The notary at your bank might not be as experienced.
It’s either A) welcome to 2019 or B) spousal laws governing survivor benefits. Probably both. What a disgrace the Fidelity rep(s) are unable to explain.
I can see having to prove you're married. I have never heard of having to prove you are single, but there are a lot of weird requirements out there these days.
No problem with them wanting it. Understand the reasoning. Just their assuming the notary would provide it, wrong. Now that I know, I will compose something and go from there. Wisg I had know 2 weeks ago.
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