LTR Wealthy Pensioner question...
I am in the later stages of LTR online application.
I submitted 2023 tax return, income docs, and proof of insurance, etc. It seems like they accepted that and then asked for 2024 YTD income.
I uploaded the standard online SS letter showing 2024 monthly benefit (also a letter for pension monthly payment) and a July statement showing 2024 YTD dividends.
But now they are giving me this message in document uploads needed:
"Please provide evidence that you received passive income in your portfolio in 2024"
Not sure about the wording. I am guessing maybe they want to see my monthly SS etc deposits into my checking account?
That's 7 months Checking accnt stmts X many pages for pensions (and 7 months X five accounts for dividends).
They have a 25mb upload limit (and the rule is only upload one document per each BOI request).
They haven't responded on email or FB Messenger for three business days. Not answering calls at BOI.
Has anyone received this message and gotten clarification on what and how many docs one needs to submit to answer their request?
