Business ProfileforModern Woodmen of America

On December 19, 2023 I contacted Modern Woodmen of America (MWA) via email to request a *************** transfer to Vanguard. Based on guidance provided by ******************************************************************* an official documented and signed transfer form was provided via email to on February 6, 2024. A follow-up email was sent to ************************************************************************* and ******************************************************************* on March 7, 2024. As of March 24, 2024 I have received no responses to either the FEB or Mar 2024 emails. There is no evidence that MWA has taken any action on my requests. I prefer to communicate with a demonstrative trail rather than telephone comms. Today Mar 24, 2004, I also initiated a request to Vanguard to attempt to pull the *************** from MWA. In 2023 I had a traditional *** transferred from MWA to Vanguard. At that time, a Vanguard representative indicated that MWA might require transfers to be made on MWA forms. MWA does provide forms for direct download from their website but not for transferring assets out. I contacted my local MWA representative in mid 2023 who advised that no MWA forms were needed and that Vanguard Transfer forms were all that were needed. MWA home office refused to transfer the assets on Vanguard paper and provided the previously hidden transfer form. MWA's miscommunications delayed my 2023 Traditional *** transfer by several weeks. That experience led me to contact MWA directly in Dec 2023 for the *************** transfer. My desired resolution is the completion of the transfer request and forfeiture of any withdrawal penalties.