Trying to set up power of attorney for my dad in Ohio and the bank wouldn't accept the form we had notarized at home

My father is 78 and starting to show some memory issues. Back in May, my brother and I sat down with him at the kitchen table in Columbus and had him sign a power of attorney form we downloaded from the state bar association website. We got it notarized at a UPS store that afternoon. Three weeks later when I tried to use it at his credit union, the manager told me their legal department requires their own specific form signed in front of one of their branch managers. So now we have to do the whole thing over again at his bank too. Has anyone else run into this where each institution wants their own paperwork instead of accepting a standard POA?

3 comments

3 Comments

gracethomas2d ago

Ugh that's so frustrating! What finally worked for us was just making a day of it - we took my grandmother to her bank and the credit union on the same afternoon and she signed their forms right there at the counter. Took maybe 20 minutes total and the branch managers were super helpful with the paperwork.

phoenix_martin402d ago

Man you'd think a notarized document would be good anywhere right? My mom had the same thing happen with her bank in Toledo a few years back. We had this whole legal packet done up with a lawyer and everything, cost like 400 bucks, and the credit union still wanted their own form signed in front of a teller. Ended up just taking her to three different places on the same day and sat in the car while she went in one at a time.

green.noah1d ago

Aw man, I used to think a notarized document was basically ironclad everywhere, but dealing with this stuff changed my mind real quick. Banks really do whatever they want, huh?