I get so frustrated with so called “financial institutions” and beneficiary forms.
I swear every time…
I fill in DH as primary beneficiary. I try to add my trust as secondary and the freaking form allows for like 12 characters and “The Jane Dough revocable Living Trust dated 10 June 2015” is somewhat longer than 12 characters.
Am I seriously the only person on the planet with a trust? Really? Dozens of other people haven’t already mentioned this?
Every Single Time.
John Hancock 401K and no not my choice. I’ll just hope I don’t die before I retire and roll it over to a normal company.
What is this “attach” you speak of? Form is a web page.
Yeah yeah I seem to remember now I had to print and snail mail it a previous company. What a pita.
Thing is, as a software engineer I’m particularly frustrated because the solution from a code point of view is so simple and quick.
If the project manager or tester or coder knew it’s not always just someone’s name. If the form had a “trust” option because, as I said, it’s a financial company. “Just give me five minutes alone with your source code!!!” Gah!
What is this “attach” you speak of? Form is a web page…
All of the recipients of that information had PDF beneficiary forms to be filled out and then uploaded to them, which made adding a blank sheet with my trust information easy to attach to the form.
I’m with you on backwardness of this procedure, but “whadda ya do when you’re given one option only?”
Thing is, as a software engineer I’m particularly frustrated because the solution from a code point of view is so simple and quick.
If the project manager or tester or coder knew it’s not always just someone’s name. If the form had a “trust” option because, as I said, it’s a financial company. “Just give me five minutes alone with your source code!!!” Gah!
First world software engineer problems.
By the time they started calling it Software Engineering I had already moved toward being a DBA, but the DBA in my worries that if the form only allows 12 characters the underlying database might be similarly inadequate. And that is no five minute fix! 8-(
(OT, but a silly problem I ran into at least a decade ago was using a terminal of some sort at a sporting goods store in Washington state to get some sort of out-of-state permit to get access to some state lands. I had to enter my zip code, but it would not accept my zip code because it was only four digits. Yes, my five digit zip code begins with a zero. So I put in the zip code of the place in NY where I grew up.)
