11 lines
693 B
CSV
11 lines
693 B
CSV
File_No,Memo_Date,Memo_Note
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20250181B,null,"NEED: HER SSN, HER $425, ACCT DOC reflecting Full legal names of her plans"
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20250181B,07/30/1925,Ralph called pd his $425. Need QDRO Forms. Emailed Valerie with QDRO Forms.
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20250385A,07/30/1925,Emily must contact Vanguard to obtain QDRO packet. She sent Dist form in. DB
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20250414A,07/26/2025,this is today's memo
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20250414A,07/27/2025,second entry
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20250414A,07/28/2025,third entry
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20250415A,07/29/2025,waiting for anticipated retirement age and corresponding estimate - JSM
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20250416A,07/30/2025,Asked atty. V if I should wait to get info from both b4 proceeding - JSM
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20250420A,07/31/1925,Need Randy's Right Track IRA updated acct doc. DB
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