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 Posted: Fri Jan 18, 2008 2:45 pm Post subject: My grandmother took out an |
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| My grandmother took out an annuity policy on me from birth. I am 40yrs old now. It has disappearred or been cashed. What can I do to get what is or was rightfully mine? |
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Elrida
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| Posted: Fri Jan 18, 2008 3:38 pm Post subject: |
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| Do you have any of the policy information, such as company or policy number. You could ask her for information on payments & payment addresses she made if she doesn't have policy information. |
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PreferredInsuranceServi
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| Posted: Sat Jan 19, 2008 12:00 am Post subject: |
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If it's been cashed or surrendered there is likely nothing you can do...As Preferred Insurance Servi, said you will need to find out the company. Really that is all you should 'have' to have, (additional information of course would be great) if you find the company name then contact them, they should be able to locate the policy (even if cashed out) thru your's and your grandmother's names.
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Lori
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| Posted: Sat Jan 19, 2008 4:38 am Post subject: DOI |
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| Quote: | | You could ask her for information on payments & payment addresses she made if she doesn't have policy information. |
Even if she had some of the vital information, it may not be easy for her to remember & provide you with all those info (I'm telling this keeping her age in mind). I just wanted to know from the community whether these info would be available with the DOI! I feel all the information associated with an insurance registration & what follows are supposed to be with the DOI.
Regards,
Plackardstreetdweller
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Plackardstreetdweller
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| Posted: Sat Jan 19, 2008 2:08 pm Post subject: |
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No in most cases no-particular policy information is available thru the DOI, they simply regulate, or govern the industry, handle licensing, and complaints...
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"Never, never be afraid to do what's right, especially if the well being of a person or animal is at stake. Society's punishments are small compared to the wounds we inflict on our soul when we look the other way." Martin Luther King Jr. |
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Lori
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| Posted: Sun Jan 20, 2008 7:18 am Post subject: |
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Lori and Preferred Insurance Servi are correct. First of all, the DOI has nothing to do with annuity record-keeping and you'd be wise to start with a couple of questions for grandma. If she thought you were a good enough kid to leave some money to (40 years ago) she might still be fond of you. However, speaking as someone whose family tree resembles a cactus and the only two branches are literally saturated with dysfunction, I know how life can sometimes throw you a curveball.
Ask Grandma what happened and if she can't answer the question, blame your uncle.
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InsInvestigator
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