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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (48522)	6/30/2012 3:48:55 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

Anyone has experience in filing securities litigation claims when shares were held in IRA/401(k)? I am currently filling out ACAS claim and I have no clue whether I should mark "Identity of claimant" as "Individual" or as "IRA, Keogh, or other type of individual retirement plan". On one hand, I am not a retirement plan, on the other hand the securities were held in a retirement plan (401(k)). But if I mark "IRA" that opens a can of worms, since then I assume Fido should be sending this claim and they need to sign it (?) and actually that 401(k) is now closed and transferred to IRA, so it's not clear what to write there... Write Fidelity as custodian and current IRA account number? Anyone has experience with this and knows how to fill it out? (Please no side discussion whether this is worth the effort and whether it enriches the lawyers :))