Hello,
I've checked the threads, could I please confirm this:
I have a pension account that my mom has thankfully been paying for ten years. if I inform them that I would like to stop paying the monthly payment and retrieve my money, there will be enough for the three family POF requirement amount.
So if I transfer all the money to my account- what are the documents necessary for POF:
a document by the insurance company that they have sent my pension money, and a bank statement?
will any extra document be required? will it be an issue that I have received all this money at once to my account? Is there anything specific I must be sure to state in either documents?
I am a PhD student and not working. My spouse is, but he only gets his monthly pay, we don't have any extra savings. I suppose it won't help to also add his bank statement in this situation as a document?
thank you!
I've checked the threads, could I please confirm this:
I have a pension account that my mom has thankfully been paying for ten years. if I inform them that I would like to stop paying the monthly payment and retrieve my money, there will be enough for the three family POF requirement amount.
So if I transfer all the money to my account- what are the documents necessary for POF:
a document by the insurance company that they have sent my pension money, and a bank statement?
will any extra document be required? will it be an issue that I have received all this money at once to my account? Is there anything specific I must be sure to state in either documents?
I am a PhD student and not working. My spouse is, but he only gets his monthly pay, we don't have any extra savings. I suppose it won't help to also add his bank statement in this situation as a document?
thank you!
