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Thu Oct 7, 2021, 01:02 PM

piddyprints (14,306 posts)

I started collecting my pension this month.

Well, sort of. I saw it go into my account as "pending" on Friday. Figured it was fine. I had all my ducks in a row and verified more than once before the first of the month arrived. Thought everything was ok, since I was told that the first one wouldn't actually go in until the 4th.

I was busy on Monday. But on Tuesday, I had a few minutes to spare and decided to balance my checking account. That's when I noticed. Yeah, it went from "pending" to "credit" on Monday and IMMEDIATELY another transaction, a "debit" for that amount. Basically, they took it back.

So I called to find out what happened. I'd been reported as deceased! Social Security knows I'm alive. Why didn't they check with them? I've been trying all week to get it straightened out. They agree that I am alive, but no one seems to know how to put the money back or when it will be there.

Is there a government agency I can call? It's my money, it's there, and they agree that I'm not dead. But how do I get it back?

TIA

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25 replies	Author	Time	Post
I started collecting my pension this month. (Original post)	piddyprints	Oct 2021	OP
I'm sorry I don't have an answer for you, but that	Luciferous	Oct 2021	#1
It's pretty bad.	piddyprints	Oct 2021	#5
You'll sort it all out. I have faith. It'll be a good story later though!	StClone	Oct 2021	#2
LOL Thanks for the confidence!	piddyprints	Oct 2021	#8
Try your Congress person for help.	onecaliberal	Oct 2021	#3
I'm in TN.	piddyprints	Oct 2021	#7
Mine is Devin Nunes, so I feel your pain.	onecaliberal	Oct 2021	#17
Who/What reported you deceased to your pension provider? Is the company you retired from still in	ARPad95	Oct 2021	#4
They won't tell me.	piddyprints	Oct 2021	#6
I added link to the PBGC, government agency that oversees pensions. Here it is again.	ARPad95	Oct 2021	#9
Thanks! n/t	piddyprints	Oct 2021	#10
Who's providing your pension? Like I have one from IBM, but it's administered by Fidelity.	sinkingfeeling	Oct 2021	#11
Bingo!	piddyprints	Oct 2021	#12
Fidelity is my 401k admin too	Johnny2X2X	Oct 2021	#13
Thanks.	piddyprints	Oct 2021	#16
My contact number for Fidelity NetBenefits is 866-937-0720.	sinkingfeeling	Oct 2021	#14
I almost have it memorized.	piddyprints	Oct 2021	#15
It's getting more difficult trying to see a human at the IRS.	OAITW r.2.0	Oct 2021	#18
This has nothing to do with the IRS.	piddyprints	Oct 2021	#19
Sorry...I have a small wad of cash in a corporate administrated fund....thinking of moving it	OAITW r.2.0	Oct 2021	#20
I didn't have a choice.	piddyprints	Oct 2021	#21
Sucks....hire a lawyer?	OAITW r.2.0	Oct 2021	#22
Call the corporate office.	piddyprints	Oct 2021	#23
his/her is drawing his/her pay....and they probably don't give a fuck that you don't match	OAITW r.2.0	Oct 2021	#24
Well, that person	piddyprints	Oct 2021	#25

Response to piddyprints (Original post)

Thu Oct 7, 2021, 01:04 PM

Luciferous (5,756 posts)

1. I'm sorry I don't have an answer for you, but that

sounds awful. I hope you can get it straightened out soon.

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Response to Luciferous (Reply #1)

Thu Oct 7, 2021, 01:12 PM

piddyprints (14,306 posts)

5. It's pretty bad.

I mean, shocking enough to find out that I'm dead when I don't feel dead at all! But then to lose my hard-earned money just when I was on the cusp of finally seeing it is quite a blow.

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Response to piddyprints (Original post)

Thu Oct 7, 2021, 01:06 PM

StClone (11,477 posts)

2. You'll sort it all out. I have faith. It'll be a good story later though!

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Response to StClone (Reply #2)

Thu Oct 7, 2021, 01:14 PM

piddyprints (14,306 posts)

8. LOL Thanks for the confidence!

I told them they need to include a coupon for a massage after what they've put me through.

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Response to piddyprints (Original post)

Thu Oct 7, 2021, 01:07 PM

onecaliberal (29,303 posts)

3. Try your Congress person for help.

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Response to onecaliberal (Reply #3)

Thu Oct 7, 2021, 01:13 PM

piddyprints (14,306 posts)

7. I'm in TN.

Need I say more? But thanks for the suggestion! I'll do it when I run out of other options.

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Response to piddyprints (Reply #7)

Thu Oct 7, 2021, 03:28 PM

onecaliberal (29,303 posts)

17. Mine is Devin Nunes, so I feel your pain.

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Response to piddyprints (Original post)

Thu Oct 7, 2021, 01:10 PM

ARPad95 (1,325 posts)

4. Who/What reported you deceased to your pension provider? Is the company you retired from still in

business? When I did the annual pension census for the company I used to work for, I'd have to get records from Human Resources for the employees who terminated, retired or died during the year. This census is required. Check with your former company and/or with the Pension Benefit Guaranty Corporation.

https://www.pbgc.gov/

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Response to ARPad95 (Reply #4)

Thu Oct 7, 2021, 01:13 PM

piddyprints (14,306 posts)

6. They won't tell me.

Yes, they are in business, and the money is there.

They knew I was alive 2 weeks ago when I called to make sure we are all on track.

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Response to piddyprints (Reply #6)

Thu Oct 7, 2021, 01:15 PM

ARPad95 (1,325 posts)

9. I added link to the PBGC, government agency that oversees pensions. Here it is again.

https://www.pbgc.gov/

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Response to ARPad95 (Reply #9)

Thu Oct 7, 2021, 01:17 PM

piddyprints (14,306 posts)

10. Thanks! n/t

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Response to piddyprints (Original post)

Thu Oct 7, 2021, 01:21 PM

sinkingfeeling (47,590 posts)

11. Who's providing your pension? Like I have one from IBM, but it's administered by Fidelity.

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Response to sinkingfeeling (Reply #11)

Thu Oct 7, 2021, 01:24 PM

piddyprints (14,306 posts)

12. Bingo!

That's the one!

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Response to piddyprints (Reply #12)

Thu Oct 7, 2021, 01:28 PM

Johnny2X2X (15,816 posts)

13. Fidelity is my 401k admin too

They do respond, look up their corporate charter and find someone to pester who's a high level exec. If that doesn't work, find their Twitter handle and start pasting it with your complaint. Someone will pay attention.

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Response to Johnny2X2X (Reply #13)

Thu Oct 7, 2021, 02:17 PM

piddyprints (14,306 posts)

16. Thanks.

I don’t do Twitter. But I will surely find someone high up. I called one agency and they said they’ll help if I haven’t heard anything by tomorrow.

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Response to piddyprints (Reply #12)

Thu Oct 7, 2021, 01:28 PM

sinkingfeeling (47,590 posts)

14. My contact number for Fidelity NetBenefits is 866-937-0720.

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Response to sinkingfeeling (Reply #14)

Thu Oct 7, 2021, 01:48 PM

piddyprints (14,306 posts)

15. I almost have it memorized.

Once I finally got the robot to actually understand that I wanted to talk about my pension, not make a payment, someone else came on, put me on repeated holds, and then transferred me to "Survivor Services Unit." That lady was nice and gave me a direct number, which I called today. Couldn't get her, so got someone else and he transferred me right back to the original pension, wherever that is, where they don't have a clue what's going on.

BTW, if you don't have an alternate phone number they can call in case they decide you've died, provide one ASAP. They won't call your number.

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Response to piddyprints (Original post)

Sun Oct 31, 2021, 08:19 PM

OAITW r.2.0 (18,532 posts)

18. It's getting more difficult trying to see a human at the IRS.

Best thing is to set up an appointment. You are on top of things (as I am), so keep track and it should get corrected soon.

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Response to OAITW r.2.0 (Reply #18)

Sun Oct 31, 2021, 08:23 PM

piddyprints (14,306 posts)

19. This has nothing to do with the IRS.

It’s the stupid pension company, Fidelity. I have a number for the Employee Benefits Security Administration that I’ll call tomorrow if Fideliṭy can’t give me any answers. So frustrating.

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Response to piddyprints (Reply #19)

Sun Oct 31, 2021, 08:25 PM

OAITW r.2.0 (18,532 posts)

20. Sorry...I have a small wad of cash in a corporate administrated fund....thinking of moving it

to my direct control.

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Response to OAITW r.2.0 (Reply #20)

Sun Oct 31, 2021, 08:28 PM

piddyprints (14,306 posts)

21. I didn't have a choice.

It’s actually a pension and they don’t allow me to take a lump sum. And now they’re not giving it to me as agreed on, either, even though they realize that I’m still alive.

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Response to piddyprints (Reply #21)

Sun Oct 31, 2021, 08:31 PM

OAITW r.2.0 (18,532 posts)

22. Sucks....hire a lawyer?

But that will cost....

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Response to OAITW r.2.0 (Reply #22)

Sun Oct 31, 2021, 08:35 PM

piddyprints (14,306 posts)

23. Call the corporate office.

Then the federal agency that promised to help. They know it’s my money. They just can’t get their act together to undo that really stupid mistake. No doubt the person who made it is still drawing her pay on time.

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Response to piddyprints (Reply #23)

Sun Oct 31, 2021, 08:38 PM

OAITW r.2.0 (18,532 posts)

24. his/her is drawing his/her pay....and they probably don't give a fuck that you don't match

their paperwork.

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Response to OAITW r.2.0 (Reply #24)

Sun Oct 31, 2021, 08:45 PM

piddyprints (14,306 posts)

25. Well, that person

Is not involved with actually fixing the problem. But it sure doesn’t look like anyone else is particularly concerned about me getting my money.

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