The 56-0898180 matches the Federal Employer ID number of the sponsor of the Wachovia Savings Plan Puerto Rico but I can't promise this is the correct plan. But give the Administrator, Hope Hardison, a call at (704)
1) tax deferred interest/investment returns
2) when you withdraw money from a life insurance policy you use FIFO first in, first out so your basis comes out before any of the deferred earnings and a 1099 is generated.
Social Security pays a death benefit of about $255 when a SS recipient dies. Is your aversion to talking with a Social Security representative greater than the benefit of $255? if so, don't worry about it.
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