This form is a Uniform Statutory Form of Power of Attorney for California for property, finances and other powers you specify. It also provides that it can be durable.
Ca Probate Form For Bank Of America
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How to fill out California Uniform Statutory Power Of Attorney - Property - Finances - Section 4401?
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FAQ
Notify Bank of America of the death. A case number and a specialist will be assigned to you. (Once you notify us of the death, any government benefits for the deceased, such as Social Security, will stop and/or be returned.)
In order to add or remove an owner and add, remove or update a beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center. When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID.
Banks must be notified as soon as possible of the death of the account holder's legal heirs. A death certificate, ID proof and account details must be provided to the bank to notify them of the death. Legal heirs will receive the proceeds from the deceased account if there are no debts owed to creditors.
Send a copy of the death certificate and other administrative documents to estateservicing@bofa.com and include a contact phone number and the best time of the day to reach you. or schedule an appointment and bring the death certificate, a valid ID of yours and any additional documents like a trust or will with you.
The account owner can change or add POD beneficiaries by signing in to Online Banking and selecting the account, then selecting Manage next to Beneficiaries in the Features menu or on the Information & Services tab. If you need additional assistance with this change, visit a financial center or contact us by phone.