L
L. Rosenthal
Guest
I was just informed by an accounting firm that I was over paid on my annuity. Do I have to pay them back?
Background: I thought that the two annuities were paid in full in November of 2000. I called in October of 2000 to verify. I was informed at that time that the annuities would continue for 5 years. This information was verbally given to me over the phone and I do not no who I spoke with. I just received a letter from an accounting firm stating that the first annuity was over paid by 9 months. I called the Society this morning and they told me that they made a mistake. That the person that handled the accounts retired in March. I questioned why the computer didn't pick it up and they explained that they were changing computers at that time. Do I legal have to pay back this money? If not, can they hold the second annuity hostage? I live in Florida and the account is in PA.
[Edited by L. Rosenthal on 02-26-2001 at 01:05 PM]
Background: I thought that the two annuities were paid in full in November of 2000. I called in October of 2000 to verify. I was informed at that time that the annuities would continue for 5 years. This information was verbally given to me over the phone and I do not no who I spoke with. I just received a letter from an accounting firm stating that the first annuity was over paid by 9 months. I called the Society this morning and they told me that they made a mistake. That the person that handled the accounts retired in March. I questioned why the computer didn't pick it up and they explained that they were changing computers at that time. Do I legal have to pay back this money? If not, can they hold the second annuity hostage? I live in Florida and the account is in PA.
[Edited by L. Rosenthal on 02-26-2001 at 01:05 PM]