Dear Ameritrade Client Services,**My father, who has an TD Ameritrade account, recently...

GetHuman-meddling's customer service issue with TD Ameritrade from January 2019

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Dear Ameritrade Client Services,**My father, who has an TD Ameritrade account, recently passed away. My father did not put a beneficiary down in his TD Ameritrade account profile because he said there was no need to. The reason my father said that there was no need to is because we have a Family Trust and within the Trust document it listed his Ameritrade account as an account that would be automatically addressed as part of the "Pour Over Will".**We would like to sell the remaining stocks in my father's TD Ameritrade account (less than $*** worth) and deposit the resulting funds into the Family Trust bank account and close out the TD Ameritrade account. What steps, paperwork, and information do we need to provide to be able to do this? Your guidance is greatly appreciated! Thanks!**Sincerely,*Albert Lai
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TD Ameritrade

Customer service issue
Reported by GetHuman-meddling
Jan 24th, 2019 - 9 mons ago
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Jan 24th 8:45am