I am niece of H. Raymond Hope, Account #[protected], who passed away 12/7/2016. He had funds with Fidelity for a Charitable Remainder Uni-Trust. I was my uncles, Power of Attorney and Executor of his Estate. A friend of his was the Trustee for the Trust, I have since been named Trustee of the Trust because the prior Trustee would not take action to fulfill the wishes and purpose of the Trust.
9/22/2020-The attorney I am working with, Stan Kimble, to the settle the Trust sent a letter to Fidelity with copies of all necessary documents and ask Fidelity what needed to be done to disburse the Trust funds.
10/21/2020-Mr. Kimble received a letter from Fidelity requesting a signed statement from me authorizing Fidelity to work with Mr. Kimble on my behalf.
11/19/2020-Mr. Kimble provided the letter from me to Fidelity.
2/2/2021-Mr. Kimble sent a follow-up letter to Fidelity because he had heard nothing from Fidelity since he responded to their request 11/19/2020.
2/2/2021-I called Fidelity and spoke to Quentin Knudsen, who explained some of the process, he sent an email listing some of our options and said he would be happy to do a three way call with Stan and I. He listed some days and times when he could be available.
2/9/2021-Mr Kimble called Quentin and left a message with a few possible times for us to have our phone meeting.
2/15/2021-I received a email from Quentin, requesting a good time for the three way call. I forwarded the email to Mr. Kimble.
2/16/2021-I received an email from Mr. Kimble that he tried to call and email Quentin to set up a time but had not received any response.
2/22/2021-Quentin responded by email again stating how busy he is, sent his available times and said he would expect to hear from us on 2/23/2021.
2/23/2021-Mr Kimble emailed Quentin and requested we have our three way call 2/24/2021 at 9am MST.
2/24/2021- Mr. Kimble called Quentin at 9am, but had to leave a message and we did not hear from Quentin that day.
3/1-3/9/2021-Mr. Kimble called Quentin several times with no response.
3/9/2021-Called Fidelity and spoke with Cecelia Anthony, she said she would email the necessary Re-registration form that day. Nothing was ever received from her.
3/11/2021-I called Fidelity and spoke with Albert Luna. He explained a few things, said he would email the Re-registration form. I never received anything from him.
3/15/2021-I called Fidelity again and this time I spoke with Patrick Greer, who explained what needed to be done and what forms needed to be completed. I did receive the Re-registration form via email. I requested the EIN, per Patrick and received it from IRS. I completed the form that he sent and scanned that and the EIN letter and sent everything back to Patrick via email.
3/22/2021-Patrick sent an email acknowledging receipt of the EIN letter and completed re-registration form. His email stated he would call me between 10-11am that day to complete the Medallion Signature Guarantee on the phone and once that was done it would take 3-7 business days to complete. Patrick did not call me any time on 3/22, so at 3:30pm I called and left a message stating I would be available anytime he could call.
3/23/2021-I sent Patrick an email, asking to reschedule the Medallion Signature Guarantee before he left for vacation on 3/26/2021, but have not received a call or email from him to complete this matter.
3/24/2021-I received a packet from Fidelity via USPS with a Re-registration form identical to the one I completed and sent back to Patrick that he acknowledged receiving. I called Patrick again and left a message asking him to please let me know if I needed to fill out this additional Re-registration form, but I heard nothing
3/26/2021-I have had no further communication with Patrick and he will now be on vacation until 45/6/2021.