Today I transferred part of a Roth to another credit union. I wanted to do a wire because it would be faster. There were special forms that the receiving credit union needed that I did not have all of them and I had already prepared the one I wanted to have them send the fax requesting from the original instition to wire the money to them but there was another form they needed in the exact format to accept the wire. I did not have a printer to be able to do it. It was getting late in the afternoon and he did the whole thing by docusign when he found out I needed a ride to a place that would fax it because my car was getting fixed from nearly hitting 3 deer.
Filipe filled everything out and I filled out what I needed to do
on a form and that he sent on docusign and the day after the CD matures I hope it will be wired or shortly afterwards. Because I already had a CD with them some steps did not need to be done. I will abe able to have the money wired for part of the Roth that is maturing the end of the week to Northwest Federal credit union that is paying a very competitive rate. I hope it is paying this same rate when the money gets there by wire. The credit union worked with me to help figure out with the Roth IRA I have with them that will mature in 43 months at a higher rate that I would not go over the amount for insurance and would not transfer too much.
I am more than completely satisfied and amazed with the service on the first Roth I transferred to them and this one that Filipe went over and above what is required for this transaction to get done quickly and correctly especially because it is on a Monday after a holiday and they are very busy. He actually stayed on the line to make sure I filled out everything correctly and sent it to him and he double checked the form and will send it today if the telephone line is not busy. He tried several times to get through while I was on the line.
Everyone complains about the service or the instituion that we work with but not all will write all the good things that they do or the great service that the employees do.
I hope that this post will get them more accounts and that Filipe is credited for the service he gave and the others who helped me out today while I asked so many questions I had having them start the process having the money wired to them and with them initiating the transaction.