Please be aware that additional documents may be requested depending on the power of attorney document and the circumstances. Signatures by the principal, notary and/or witnesses. How to grant specific and general powers.For example, sometimes a power of attorney requires a letter from a doctor to be effective, or the circumstances may require a doctor’s note regarding the principal’s capacity.īefore you schedule your appointment you may wish to check with a trusted legal advisor to confirm that the document is up to date and meets the requirements of laws in your state. We may require additional documents depending on the power of attorney document and the circumstances. As a result, the review process may require more than one visit to the financial center if further documentation is required. Due to the complexities of power of attorney documents, multiple reviews may be required. The power of attorney and ID documents will be reviewed by the bank. The agent must provide valid and unexpired IDs, one of which should be a government-issued photo ID.You need to provide us with a list of account numbers to which you want the agent to have access.We recommend that you, as the principal, accompany the agent to a financial center and provide a fully executed, notarized power of attorney document ( learn more about notary services learn more about notary services learn more about notary services).In order to add an agent to your Bank of America deposit account at no cost: You’ll need to schedule an appointment at your convenience so you can submit your power of attorney document for review.
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