He lives in another state. I took the documents to my bank here. They say he has to come and sign the papers as they do not accept the originals without him doing this. Couldn’t he just have a notary public vouch for his signature?
When mom and dad moved in, I also had to take them to the bank so we could all sign things, but luckily we were not in different states. Even with a POA. When dad passed and their bank closed it offices here in MD, and we moved to a new bank, it was just mom and I and we also had to go together .. to put my name on her accounts for signing checks and making decisions etc. Could he fax the forms? I had no real problems with her out of state investments.. just had to send the death certs for dad and my POA. Good luck with this
Rusti, when my husband was advocating for his mom as PoA the bank asked him and his mom to come in person even though he had the proper notarized, witnessed, signed legal docs. When I did the same for my aunt (living in another state), same thing, we both had to come in. When I was helping my own mother to set up an online account for her investment portal...sheesh! It was like Fort Knox even though I had sent them the PoA AND she was on the call with me. I guess they have a lot of liability and there is a lot of fraud in this arena. They are protecting their clients and themselves. Inconvenient and annoying, but understandable and necessary.
Maybe the bank wants him to sign a "Signature card" so that he can write (sign) checks on your checking account if he needs to pay bills if you are unable to.
Many people don't accept a POA document. It's not the general passkey that people think it is. In particular, financial institutions tend not to accept it. Including the Social Security Administration. The SSA and most banks will have their own forums they want filled out. You might as well take this opportunity to fill out the SSA one.
If these were prepared by an experienced attorney, there would be "conformed copies". These are what I've used.
If not, do you bank with a multi-state bank that has branches in your brother's state? If so, he could sign there.
I'm a bit confused though what is being signed. Is it his acceptance of proxy rights under a POA? Are you setting up an account and need his signature?
https://www.ssa.gov/forms/ssa-1696.html
If not, do you bank with a multi-state bank that has branches in your brother's state? If so, he could sign there.
I'm a bit confused though what is being signed. Is it his acceptance of proxy rights under a POA? Are you setting up an account and need his signature?
Who drafted the documents? A law firm?