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Shoutout to the bank teller who finally sorted out my old savings account
I had a savings account from when I was a kid that my parents set up at a local credit union. When I went to close it last month, they said I needed a paper form signed by my dad, who passed away five years ago. I figured it would be a simple call, maybe a death certificate. Nope. It took three separate visits, a notarized affidavit, and digging up a bank statement from 2002 to prove the account was even mine. The whole thing dragged on for almost six weeks. The teller who finally helped me said the rules for these 'dormant' accounts got way more strict after 2008, and their old paper records were a mess. Has anyone else hit a brick wall trying to deal with an account from before the digital switch?
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rowan1096mo ago
Ugh, that sounds like a nightmare.
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patricia425mo ago
Did the bank at least give her a list of what they needed up front, or was it one of those things where they keep asking for more and more papers every time she called? I had a similar situation with an old credit union account and they wanted my signature from a utility bill from 2004. It took three separate visits before they finally accepted the right combination of documents.
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lane.emma6mo ago
Tell me about it... my mom's old passbook account was a total mess. They wanted her maiden name and the address from when she opened it in the 80s. The whole paper trail thing is just unreal sometimes.
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