20 May, 2019 → by ClaimboUser439238
inherited 401k
1
I was told to open a 401k DBA which is an inherited 401k account. This was done by a representative on line. A check would be sent to me as the beneficiary. I was then to forward it to another Fidelity office. Several weeks later it was sent back to me with no explanation. After hours on the phone and spoke to 3 different people I was told to report to their office and bring my passport. If I did this I could deposit the Fidelity check from my late husband's account into my Fidelity 401k DBA account. I went to office as was told. They copied my passport. After 1/2 hour I was told to come back in 3 days. They hoped I could deposit the check but no guarantees. These funds are being held by Fidelity. No one will help with this problem. Not the employer of my husband, Intel Corp, nor any of the employees at Fidelity. I am really stuck.