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My husband died in December. He Had A CD which was in his name only.
He tried to get my name on it, but they said they could not do that. When he passed I ask them what I had to do to collect the money from the CD. They told me fax a copy of the will, his death certificate, marriage license and his birth certificate. The will was duly notarized.
I called a week later and they said that wasn't good enough. they said I needed a letter from the court saying I was executor.I said the will stated I was executor. My daughter and I went down to the courthouse and they gave me a form to fill out and they would file it. I just needed the CD #.
I called and asked for the number and they said they could not give me that information. That I now had to file a letter of testamentary. The whole thing is just overwhelming me.
I have no money but what he left in the CD.My husband was a 100 percent disabled Vietnam Veteran., they say they work with veterans that is BS..dont put your money in you will never get it back. A very, very disappointed widow.
Product or Service Mentioned: Usaa Customer Care.
Reason of review: Poor customer service.
USAA Pros: Husband loved them.
USAA Cons: Are ripping me off.