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

To: Paul Senior who wrote (48529)6/30/2012 10:20:39 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78750
 
Paul,

Thanks a lot. What you wrote, makes sense.

Have you done this with IRA held securities before? Did it work as you described? For me it's the first time when the securities are in IRA.

Yeah, quite a bit of work for probably small check at the end even if everything is filled correctly.



To: Paul Senior who wrote (48529)7/3/2012 12:29:55 AM
From: Jurgis Bekepuris  Respond to of 78750
 
BTW, I talked to someone from the ACAS litigation office (might have been Citibank person on behalf of them -- I did not catch) and they suggested marking "IRA..." box and just putting myself and my address as claimant. She said that they will know who the custodian is from attached documentation. I still wrote the "FBO Jurgis ... address, custodian" by the IRA box just in case. :)


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