I have completed a durable power of attorney for financial matters naming my daughter and had it signed and notarized last week. One of the provisions is that I grant her power to act for me on any banking matters.
My bank says this is not enough I have to fill out a form THEY deem necessary. Is this true?
2 Answers from Attorneys
Yes. Some banks have their own forms.
Yes this can be accurate. Since you know what they want, just do it.