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Is this something that I can do at TD bank
Maryjo, Kendall Park
July 14, 2015 10:24:12 AM
Saving & Managing Your Money
2 people recommended this |
In reply to Maryjo, Kendall Park
We appreciate your visit today here at TD Helps, Maryjo.
You are able to open an account as the Representative Payee on an account by visiting a TD Store with valid photo I.D. When adding an individual as a beneficiary, they may not have to be present; however, we are required to have the Beneficiary’s name, Social Security Number, address, and date of birth to add on file. We would also need the following information when opening this account as the 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 and bring valid photo ID with them
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 open the account, and we recommend reaching out to the Store directly to learn of any additional documents that might be needed to bring. Feel free to check out TD locations by visiting http://bit.ly/TDStores.
We hope this information is helpful, Maryjo. Have a nice day!
Alara B, Mount Laurel
July 14, 2015 10:26:35 AM
In reply to Alara, Mount Laurel
Hi Eould like to know all of the documents that are needed from SS To open an Representative payee. Please Help
April 25, 2016 08:01:13 AM
1 person recommended this
In reply to Joseph, Miami
Thanks for joining the conversation, Joseph.
Please refer to the above response for further details.
If you have any questions, please give us a call at 888-751-9000. We are available 24/7 and will be happy to answer any questions you may have.
We appreciate your visit, Joseph.
Alara B, Mount Laurel
April 25, 2016 08:01:55 AM