THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com
S U M M A R Y
DIARY: September 16, 2010 02:53 PM Thursday;
Rod Welch
Unum letter Millie's life insurance benefits have been paid.
1...Summary/Objective
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CONTACTS
SUBJECTS
Default Null Subject Account for Blank Record
0403 -
0403 - ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 9 0000. ref SDS 7 0000.
040502 -
040503 -
040504 -
040505 -
040507 - ..
0406 -
0407 -
0408 - Background
0409 -
040901 - On 100811 1601 life insurance claim forms from Unum were requested.
040902 - ref SDS 4 X65H
040904 - ..
040905 - On 100817 0937 filed claim to recover on Mil's life insurance policy.
040906 - ref SDS 5 X65H
040908 - ..
040909 - On 100820 0729 called Unum and was told Unum has paid claim of $30K to
040910 - a money market account at a bank in Boston, and that notice of payment
040911 - was mailed. ref SDS 6 PK7Q
040913 - ..
040914 - On 100825 0601 called Unum and was told again that benefits on
040915 - Millie's life insurance policy have been paid. ref SDS 8 0155
040917 - ..
040918 - On 100826 1552 received letter from Unum notifying insurance benefits
040919 - paid to Unum account for customer.
040920 -
040921 -
040922 -
040923 -
040924 -
040926 - ..
0410 -
0411 -
0412 - Progress
0413 -
041301 - Talked to Fiona.
041303 - ..
041304 - Register for online banking.
041306 - ..
041307 - Fiona noticed that the home page for Unum has a small notice to open
041308 - another location to register, and in order to create user name and
041309 - password for online banking.
041311 - ..
041312 - Asked about progress issuing debit card requested on 100828, and
041313 - responding to Unum's offer in the letter dated 100820, received on
041314 - 100826 1552. ref SDS 9 5O6O
041315 -
041316 - [On 100917 1511 Fiona advised the Unum has discontinued the
041317 - debit card service. ref SDS 10 4I5N
041318 -
041319 -
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041322 -
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0414 -