Subject: Re: Schwab Distribution Request Reference ID 58633763 & 58634033
From: Ernst Meyer <[email-masked]>
To: "Carter, Ruth" <[email-masked]>
Date: Mon, 31 Mar 2014 14:23:05 -0400

Dear Ms. Carter,

Thank you for your reply.
I have reproduced below the letters requesting the roll-overs in issue.

Permit me to note that we made requests that our respective IRA accounts
be ROLLED-OVER, TAX-FREE into the retirement plan.

Please note that we did NOT request, and that we DO NOT CONSENT to any
but the required minimum distribution.

We construe your reply as a denial of our requests.

We withdraw the requests inasmuch as we deem them to have been denied.

We thank you for your help.

Sincerely yours,
Ernst J. Meyer
Margaret Meyer

===============================================

Ernst J. Meyer, M.D.
174 School Street
Belmont MA 02478
617-489-1043
[email-masked]

Charles Schwab & Co., Inc.
Orlando Operations Center
P.O. Box 628291
Orlando, FL 32862-8291

re: Ernst J. Meyer, Charles Schwab & Co Inc Cust IRA Contributory
      Acct # 6257-6638

PROVIDED THAT THE TRANSFER OF FUNDS INTO MEYER PENSION PLAN #4
DESCRIBED IN 2) BELOW SHALL BE REPROTED BY YOU TO THE IRS
AS A NON-TAXABLE ROLLOVER:

1) Please mail me the minimum required distribution for 2014 from
my above captioned IRA account, # 6257-6638.

2) Please roll-over the balance then remaining in IRA account  # 6257-6638
into E Meyer & M Meyer & K Meyer TT, Meyer Pension Plan # 4
U/A dtd 11/06/1991 Acct #6262-1019

Thank you for your help.

                                      Ernst J. Meyer,
                                      owner of Acct # 6257-6638
                                      trustee of Acct # 6262-1019

====================================

Ernst J. Meyer, M.D.
174 School Street
Belmont MA 02478
617-489-1043
[email-masked]

Charles Schwab & Co., Inc.
Orlando Operations Center
P.O. Box 628291
Orlando, FL 32862-8291

re: Margaret Meyer, Charles Schwab & Co Inc Cust IRA Rollover
      Acct # 6259-5141

PROVIDED THAT THE TRANSFER OF FUNDS INTO MEYER PENSION PLAN #4
DESCRIBED IN 2) BELOW SHALL BE REPORTED BY YOU TO THE IRS
AS A NON-TAXABLE ROLLOVER:

1) Please mail me the minimum required distribution for 2014 from
my above captioned IRA account, # 6259-5141.

2) Please roll-over the balance then remaining in IRA account  # 6259-5141
into E Meyer & M Meyer & K Meyer TT, Meyer Pension Plan # 4
U/A dtd 11/06/1991 Acct #6262-1019

Thank you for your help.

                                      Margaret Meyer,
                                      owner of Acct # 6259-5141
                                       co-trustee of Acct # 6262-1019

                                      Ernst J. Meyer,
                                      trustee of Acct # 6262-1019

=======================================================

Carter, Ruth wrote:
> Dear Mr. & Mrs. Meyer,
>
> Thank you for your recent request regarding your accounts; an 
> additional applications is required.Please complete, sign, and date 
> the attached Tax Withholding Election forms and return the completed 
> document. You may fax it to 1-888-526-7252, or take it to the nearest 
> branch, which is located at:
>
> **
>
> 1262 Boylston Street, Floor 01
> Chestnut Hill, MA 02467
>
> Or you may mail it to:
>
> Charles Schwab & Co., Inc
>
> PhoenixOperations Center
>
> PO Box52114
>
> Phoenix, AZ 85072-9714
>
> Overnight mail address:
>
> 2423 E. Lincoln Dr.
>
> Phoenix, AZ 85016
>
> Reference ID  58633763 Ernst Meyer
>
> Reference ID  58634033Margaret Meyer
>
> We appreciate your business and look forward to serving you in the 
> future. If you have any questions, or if we can help in any other way, 
> please call Ruth Carter or any Retirement Services Specialist at phone 
> number 800-694-9449 ext. 33576, Monday - Friday, 8:30 a.m. to 8:00 
> p.m. ET.
>
> **______________________**
> *
>
> **
>
> *
>
> *Ruth Carter*
>
> *
>
> *Associate | Operational Services Retirement Services *
>
> *
>
> **
>
> *Tel 800-694-9449 | Fax 888-526-7252*
>
> *Phoenix**, Arizona 85016***
>
> **
>
> *Charles Schwab & Co., Inc./Charles Schwab Bank **Separate but 
> affiliated companies
>
> * Charles Schwab Bank and Charles Schwab & Co., Inc. are separate but 
> affiliated companies and subsidiaries of the Charles Schwab 
> Corporation.  Investment products are offered by Charles Schwab & Co., 
> Inc. (member SIPC).  Charles Schwab & Co., Inc. does not solicit, 
> offer, endorse, negotiate or originate any mortgage loan products and 
> is neither a licensed mortgage broker nor a licensed mortgage lender. 
> Home lending is offered and provided by Quicken Loans, Inc.,
>
> Equal Housing Lender.  Quicken Loans, Inc. is not affiliated with The 
> Charles Schwab Corporation, Charles Schwab & Co., Inc. or Charles 
> Schwab Bank.  Deposit and other lending products are offered by 
> Charles Schwab Bank, Member FDIC and an Equal Housing Lender.
>
> *Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose 
> Value*
>
> NOTICE: All email sent to or from the Charles Schwab corporate email 
> system is subject to archiving, monitoring and/or review by Schwab 
> personnel.
>