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May 20, 2014 08:42:41 AM
In reply to gail, westbury
We appreciate you reaching out to us on TD Helps, Gail.
You are able to have a Representative Payee on your account. We are required to have the Beneficiary’s Social Security Number and date of birth on file. We would also need the following information from your Representative Payee:
- A copy of the appointment from the Social Security Administration which must be retained by the Bank with our legal documents.
- If the Representative Payee is a person, all personal information.
- Or, if a non-person (i.e. business or organization), all business documentation (including the General Business Resolution).
- Authorized signers for the business must also provide their Social Security Numbers and dates of birth.
Please understand, the Representative Payee appointment applies only to Social Security or SSI payments, and not to any other assets owned by the Beneficiary.
You may visit any TD Bank location to add a Representative Payee to your account. Feel free to check out TD locations by visiting http://bit.ly/TDStores.
Hope this helps and feel free to come back soon with any other questions.
Yen D, Mount laurel
May 20, 2014 08:48:56 AM
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