Allura sent a message to Abigail Johnson President and Chief Executive Officer of Fidelity Investments and Chairman of Fidelity Worldwide Investment email address that said:
I left Unity Point Blank Hospital last Dec. 22nd 2015 and took her money out from J.P. Morgan before the black out date. We did not wish to be involved with Fidelity any manner. My name is Jack L. Biggs Sr. Allura's husband retired Corp Ins Agent. I spoke with 3 representatives of your company, having permission from them to speak on her behalf.
On Feb. 26 2016 we received a letter from your company that Allura still had $94.68 in her account and we should contact them with what to do with this money. We called 2/26/16 at 11:40A M and spoke with Rep Bill Wolfgang explained the reason for the call âheâ said the amount had increased from $94.68 to
$95.37. I/we asked that he send us the amount, he explained, and you should have the call recorded,
the check would be $95.37 minus 20% for taxes and we'd receive a check for â$76.30. The check comes Friday 03/04/2016 in the amount of $48.38 and that would be taxable. Obviously your company has made a mistake, the check should be $76.30 and you should have held the 20% tax of $19.07. I call ed and got permission from Donald Flobeck at ext. 22093 (03/04/2016 5:46PM) now this person first tried to tell me the change in the market caused this and then ah ah ah oh well it must be the cost of the plan.
Mar 7 2016 9:05 AM I spoke with Hannah Lehmann ext 23020 who sent me to he supervisor:
Alan Evans ext. 20671 he tells me we were charged $47:00 for what ever fee: I tried to explain that my initial call was to Bill Wolfgang, and he must have lied through his teeth. I am contacting my Attorney General about this. As an Insurance Agent we could be fined $10,000 and spend a year in prison for this type of lying to a client.
Allura
