Pacific Life

I had a variable annuity with Pacific Life for over 14 years. 00 a year in fees. After I completed the application with Charles Schwab, the company contacted Pacific Life to request the transfer. Pacific Life transferred my account to Charles Schwab.

This is when the nightmare began. Someone at Pacific Life made a mistake. The funds shouldn’t have been sent until they had received a custodial release from the investment advisor whos was the custodian on the account. Pacific Life realized they made a mistake and recalled the funds from Charles Schwab.

The funds were transferred for the first time to Charles Schwab around March 24th. The funds finally made it to Charles Schwab around May 9th. It took six weeks to complete the transaction, which should have taken a few days.

Over the six…

I have been waiting since may to receive my late husbands pension. I submitted all the forms needed in june. I have spoken to several people in the past few months including those who called themselves supervisors. They checked all the papers that were faxed to them and said the back money would be deposited into the checking account. Now I have received paper work asking for the same paperwork from June. I am a widow losing one sosicalmsecurity check and now waiting for this half monthly payment has made it a hardship for me. It was bad enough losing my husband but to go thru this all these months has put a strain on me.

#2815600978. Seymour D Cohen My phone number is 781-724-0928