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I have what I thought was a Cloverdale account at Dodge and Cox. It turns out that was set up as an IRA, by an honest mistake on my part. I opened the account back when Cloverdale accounts were called educational IRA's. Subsequent additions to the account were on stubs where I noted my intent as an investment in the educational account, although the form did not say that. When I went to withdraw funds I found out the account had been opened as a regular IRA, with my after tax money.

1) Who can I appeal to at the company to ask them to help me with getting the account characterized as a Cloverdale account? I tried their customer service desk and they said they could not help. A name and an address would be helpful.

2) If they won't help what should be my next step?

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