This is way more work than it ought to be (although not more than it's worth, assuming Mom gets the 10% discount).
I send Joanne Croty @ Atria (Title: Administrative Assistant) a couple of forms filled out to act as an "interview". These forms listed all of Mom's assets and all of her income. The response back was: we need statements or other documentary evidence of the stuff. So I had Mom mail me whatever statements she had (she appears to have a lot, by the way) but established some online accounts to see if I could shortcut the US Mail.
The short story is I could (on the Internet, no one knows I'm not a 91 year old woman. Or an 87 year old woman, for that matter.) I got
- Mom's Social Security benefit letter
- The last six months of statements from her checking account at FirstBank Florida (a division of FirstBank Puerto Rico, Member FDIC)
- screen prints of the current status of all the CDs she has at FirstBank (they don't actually issue statements for CDs)
All this was emailed to Joanne.
Mom additionally sent me statements for her checking account at the NY Community Bank (this is what she refers to as AmTrust, I think) and a 1099 for the dividends paid by her shares in JPM Chase. These checking statements show the monthly deposits from SS, the union pension, the annual distribution from her IRA, and the JPMC pension.
All this was scanned and emailed to Joanne.
Seems pretty evident to me, eh?
Not so fast, kemosabe.
Turns out the screen prints for the CDs were too small for Joanne to read (I had no problem). So I used my trust print dialog and enlarged the CD screen prints, then emailed them to Joanne.
Just hold on a minute partner.
Turns out I enlarged them too much, cutting off the name of the bank. Also, I only sent five months of checking statements and they need six.
So I tried again this afternoon, picking an enlargement ratio which isn't too hold, isn't too cold, but is just right. In the meantime, Joanne sent me a form which Mom (or her POA) needs to sign, which Joanne will them mail to the two banks, asking some officer there to verify all the information.
ARRGGGGHHHH!
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