LoriLeigh

Thank you so much for your response. I will be reaching out to Fidelity tomorrow and now feel like I have a pretty good understanding of the issues. Thank you again for taking the time to help me.

Thank you for your reply. Since my mother's DOB is incorrectly listed as 1948, she is actually 10 years older with a DOB of 1938. Wouldn't this have the possibility of underpayment vs. overpayment. I also thought about the possibility that it was correctly calculated 30 years ago and somehow an administrative error resulted in making her 10 years younger in the database. Thank you for your feedback.

My fathers DOB was 11-16-1933. My mother's actual DOB is 01-20-1938, but they had her in the system as 10 years younger with a DOB of 01-20-1948. She was 4 years and 2 months younger than him... but, using the incorrect date in the system (1948) she would have been 14 years and 2 months younger than him.

I may be on the wrong forum, if so I apologize and no need to reply. My father recently passed away and had a pension that pays my mom the same monthly payment that he had been receiving for the past 30 years. When we notified Fidelity (plan administrator for BP) they questioned my mother's DOB since their system indicates 1948 when her actual DOB is 1938. They can look back at the original paperwork from 30 years ago and see that her DOB was correctly reflected as 1938 in writing, but it says 1948 in their system. They requested a copy of her birth certificate to change their system. Could this incorrect date affect the monthly pension my father received over the past 30 years and the amount my mother would receive going forward? I want as much information as possible before bringing this up with Fidelity.