Accepted For families holding a parent's power of attorney
The POA is signed. Now get it accepted.
Short answer: a valid power of attorney can still be turned away at the bank. Accepted POA explains what your state's law says institutions must do, with the statute cited and linked, plus checklists for what banks commonly ask for and worksheets for the records an agent is expected to keep. We start with Pennsylvania.
"We need it on our form." "It's too old." "Bring a letter from the doctor." Families hear these at the worst possible moment. Some are allowed by law; some aren't. Knowing which is which, and walking in prepared, is the difference between a ten-minute visit and a month of calls.
Free: the bank-ready POA checklist
What to gather and note before you present a power of attorney, plus a simple log for tracking dates, names and what the institution asked for.
Pennsylvania guides
When the bank says no
Before you need it
What we do, and what we don't
- We do: publish what each state's statute says, cited and dated; make checklists, trackers and record-keeping worksheets; help you write down questions for your attorney.
- We don't: draft or fill in powers of attorney, choose a type of document for you, assess whether a parent can sign, or give legal advice. For those, you need a licensed attorney, and we'll point you there.
New Jersey and Maryland guides are next, each built on that state's own verified rules. How we check facts.