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Reddit is fucking retards so I am asking this here:
Hello guys I have a question regarding an IRA Education account. This was an account with First Union National Bank. This bank was bought out by Wachovia which was later bought out by Wells Fargo.
I believe there is a considerable amount of money in this account as it was opened 20 years ago with a 500 dollar contribution biyearly for at least some time. I am further lead to believe this because I recently was accepted for a mortgage and they asked to prove my 24k IRA account, which I had no idea I even had.
I have the statements from my grandmother who is now deceased as well as her social security number. The statement has account numbers, brokerage numbers, etc.
However when I called WellsFargo today I spoke to representatives from all their departments for over four hours, but they were unable to find the account.
What would you recommend as a course of action?
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>>1823161
Is there an administrator of your grandmother's estate (i.e. a lawyer)? If so, ask them.
And I believe it's now called a 'Coverdell Savings Account' instead of an 'IRA Education Account'
And to mention the obvious, was the account not already used for your education?
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>>1823369
Hello, the executor of her will was my aunt. She gave me all of the paperwork, but it is quite old from around 2005.
No, the money was not used for my education, and I only have one semester left.
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>>1823369
Thank you for the tip about the Coverdell Savings Account they did not have it either though.
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