I've been working with them for over a month. 1st all they requested was a POA - then they requested a letter from her Doctor - Then they wanted something from the Social Security ADMIN. All provided - then they came back and said since my brother was added to the account in 2019 - they couldn't share any info about the account. My mom was diagnosed in 2017 with Dementia - and I wasn't aware my brother was added to her account til Medicaid turned us down for financial assistance. He never disclosed that info. Anyway, as her agent and payee representative - I need find the history of the account. My brother claims he knows nothing about it and refuses to contact the bank or get involved. As her Agent -I would think I would have same access she would on the account.
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more importantly, is the POA “springing”? Look carefully at the exact wording on it to see if it needs an additional document for it to “spring” into action & ability to be used.