Vanguard keeps giving my parent the run around. Vanguard requires a physical signature, they try to sell the shares and transfer the money instead of transferring the shares, wait 3 months then say the paperwork isn’t valid. Email is worthless. Calling results in waiting for hours on hold, DCing, repeat. Any tips or tricks?
Keep in mind that it’s not Vanguard requiring anything. It’s the 401k plan that lays out the rules of engagement. Vanguard is just the messenger.
You are in a difficult situation. Short of getting a phone person, you cannot do much.
Since this is a retirement account there are no tax consequences if you decide to sell the shares and transfer the assets as a check to fidelity. Your dad’s ex employer is making this super hard, might be a good idea to just do that
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