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@easternpresent Thanks and welcome. Next stop, convincing Diamond Resorts (now Hilton Grand Vacations) that I really, really, really do not want to inherit their timeshare. That's one thing I'm kind of mad at myself about. When Mom started getting sick so soon after Dad passed, it did not...

@easternpresent Hi @easternpresent, sorry for the delay. Thank you very much for your offer of assistance! But I've gotten it figured out. Each time I would call I'd give the account number and ask for structured settlements (this annuity was a Met Life structured settlement product), then...

@easternpresent Thanks. The selling agent retired some years ago. Agree and understand about human beings etc. But it seems irksome though, that any service rep there can't simply pull up the details with me having supplied them the policy number. Despite Dad's life policies having a really...

@levnishbar Thanks. I'm just shocked, and frankly very angry and upset, that they'd to that. He's been a pain to deal with as we've been going about the probate process - he took months to sign/have notarized/return the probate process acknowledgement forms. He knows about his willed gift...

Updating in case of future readers: This has been resolved. I wasn't aware of it, but Mom had a small life policy at the same company as the annuity. When I would call, I was being shunted over to the Life Co. instead of the annuity folks. Once I figured out what was happening, I got in...