693 B
693 B
| 1 | File_No | Memo_Date | Memo_Note |
|---|---|---|---|
| 2 | 20250181B | null | NEED: HER SSN, HER $425, ACCT DOC reflecting Full legal names of her plans |
| 3 | 20250181B | 07/30/1925 | Ralph called pd his $425. Need QDRO Forms. Emailed Valerie with QDRO Forms. |
| 4 | 20250385A | 07/30/1925 | Emily must contact Vanguard to obtain QDRO packet. She sent Dist form in. DB |
| 5 | 20250414A | 07/26/2025 | this is today's memo |
| 6 | 20250414A | 07/27/2025 | second entry |
| 7 | 20250414A | 07/28/2025 | third entry |
| 8 | 20250415A | 07/29/2025 | waiting for anticipated retirement age and corresponding estimate - JSM |
| 9 | 20250416A | 07/30/2025 | Asked atty. V if I should wait to get info from both b4 proceeding - JSM |
| 10 | 20250420A | 07/31/1925 | Need Randy's Right Track IRA updated acct doc. DB |