Posted by wile E on October 16, 2014 at 14:26:04 from (71.82.74.231):
I am going to roll over an old 401k account to an Ameriprise account that I already have. But.....The info the Ameriprise guy told me is as follows:
Have the check made out to "Ameriprise FBO David Smith" And put my account number in the memo line.
Does this sound right to any of you fellas? I sent an email back to the broker guy handling my account (his name is not David Smith) And asked him point blank....."Who is this David guy"
Does this sound correct? Why would a personal name (not mine) be needed on a check that I putting in my account.
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