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My sister Elizabeth is on a joint account with my mother. She is listed as her power of attorney.
She recently passed away and I am named as power of attorney. What documents do I need to bring to bank
to have her name replaced with mine on her accounts??
Charles, Leicester MA
June 21, 2015 12:30:48 PM
Planning for Retirement
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In reply to Charles, Leicester MA
Thank you for reaching out to us on TD Helps today, Charles. We are sorry for your loss and will be happy to point you in the right direction.
Typically, both parties need to be present in order to register POA papers as both signatures are required to complete the maintenance form.
Given your particular situation, we recommend reaching out to your mother's local TD Bank store or the location where she opened the account to see if there is another option to add you to her account as Power of Attorney without her being present. To find out TD store locations near your mother, please visit, http://bit.ly/TDStores.
To revoke a Power of Attorney on a deposit account (Checking, Savings or Money Market), you may visit your local TD Bank Store to fill out a Revocation of Power of Attorney form.
If you have any additional questions in the meantime, please give our Banking Specialists a call 24/7 at 888-751-9000. They will be happy to assist you with any concerns.
We hope this information is helpful, Charles. Have a nice day.
Alara B, Mount Laurel
June 21, 2015 12:34:24 PM