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Merrill Lynch / 401k rollover

1 Clinton, NY, United States

8/30/18. Called to request reissuing a check for a 401K rollover (Chk #[protected] from Wyman-Gordon S&I Plan). I spoke on with a call center associate, Dylan Springer, who attempted to locate the account. Also on the call was William Fitzgerald, the MassMutual Rollover Specialist.

Dylan located the account history and found it was closed without clearing the check. He indicated it would take a week or 2 to research. But as of 10/5/18, I have not received any information.

I would like to get the check reissued for rollover to MassMutual for deposit in my 401K plan.

MassMutual Retirement Service FBO/Robert Jarrett
PO Box 219062
Kansas City, MO 64105

Thank you,
Bob Jarrett
81 Old Kirkland Ave
Clinton, NY 13323
Ph: [protected]

Merrill Lynch

Oct 5, 2018

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