UBS Bank Complaint: Account opening, closing, or management

#1321915 8 Apr 2015

Bank account or service Other bank product/service

Complaint #1321915 submitted on 04/08/2015 relating to UBS Bank. Complaint relates to Bank account or service Other bank product/service - Account opening, closing, or management .

Complaint was submitted via Web and sent to the company on Friday 10th April 2015.

Narrative (may be redacted).

I and my sister are beneficiaries of an IRA owned by my father who passed away. I have submitted the proper paperwork to UBS Financial and they acknowledge receipt. They are witholding the funds because they state that they will not make distribution until they have all of the paperwork from the other beneficiary. I do not believe that there is a legal basis for witholding the money due me but they have been giving me the runaround. Of course this costs me money while they hold onto it as long as they can get away with it. They are a big organization and shuffle me around to anonymous people so I hope that you can help me break through to them.

Company UBS Bank
Complaint ID 1321915
Date Received 04/08/2015
Product Bank account or service Other bank product/service
Issue Account opening, closing, or management
State/ZIP Code FL 329XX
Consumer Consent Consent provided
Company Public Response
Company Response To Customer Closed
Submitted Web 04/10/2015
Result Timely Response: Yes, Consumer Disputed: No
 

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