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Is it possible to be both the POA for my spouse, as well as their POD Beneficiary? We want to have access to each other's accounts in case of emergency, as well as be the automatic beneficiary to the other's accounts in the event of death (without going through probate). We want to keep our accounts separate, and do not want to open a joint account.
July 22, 2015 10:01:11 AM
6 people recommended this |
In reply to Rianna, Brookyln
Great question, Rianna! Thanks for asking it here on TD Helps.
We'd like to take this opportunity to let you know that you're able to be both Power of Attorney and Payable on Death Beneficiary on the same account. Please understand that it is important for you and your spouse to both be present at a TD Bank Store during lobby hours to make these changes on your accounts. To add a Power of Attorney, please be sure to bring the appropriate documentation with you on your visit. Please note; we no longer provide Power of Attorney forms here at the Bank. For a listing of hours and locations, please look here: http://bit.ly/TDStores. Although an appointment is not needed, you're welcome to schedule one if you like by calling us 24/7 at 888-751-9000.
We appreciate you visiting us today and have a great day.
Sandy D, Mount Laurel
July 22, 2015 10:25:31 AM
3 people recommended this