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When there is a joint account and two attorneys-in-fact under a POA with only one listed as the joint account owner who has authority to make transactions?
A joint account passes to the surviving account owner if the co-owner has died.
If a person who has executed a POA is a joint owner of an account, their attorney-in-fact can access that account, or any account, on behalf of the principal while the principal is living unless the principal excluded authority over that account from the POA. Any attorney-in-fact stands in for the principal in such matters as banking when the principal has requested that they do so.
A co-owner has free access to any joint accounts they own.
What else can I help you with?
Are Transactions are listed in the journal chronologically?
yes
Can both parents be listed as account holders on a 529 account?
Yes, both parents can be listed as account holders on a 529 account.
How would you run a report that listed only disputed transactions usbank?
To run a report for disputed transactions with U.S. Bank, log in to your online banking account and navigate to the account activity or transaction history section. Look for a filter or search option that allows you to specify transaction types, then select "disputed transactions." If available, you may also have the option to customize the date range for the report. Finally, generate or export the report as needed.
Who can issue recurring automated clearing transactions?
Any organization that establishes an ACH Merchant account with a bank or ACH processor can send recurring automated clearing house (ACH) transactions and is very similar to the process in establishing a credit card merchant account. More information and links related to the ACH network and ACH processors can be found listed on my bio page.
How do you write a letter to bank for unauthorized transactions?
Date: Bank Name: Street Address: City, State & Zip: Re: Bank Account # Dear Sir/Madam: I am writing to dispute unauthorized transaction(s) regarding my bank account. The following transactions have been improperly processed through my bank account: Date of Transaction Transaction Description Amount of Transaction 1. ________________ ______________________________ _____________________ 2. ________________ ______________________________ _____________________ 3. ________________ ______________________________ _____________________ I did not authorize these transactions. Please investigate the above transactions and report the results of your investigation to me at my address which is listed below. Please correct these error(s) to my bank account as soon as possible. My full name is: _______________________________________________________ My phone number is: ___________________________________________________ My address is: ________________________________________________________ City: ______________________________ State: _______ Zip Code: _____________ Thank you for your prompt attention in this matter. Sincerely, ________________________________________ (Your Signature) ________________________________________ (Your Name Printed)
Can you provide the details of any transactions involving the keyword code eh on form 8949?
To find details of transactions involving the keyword "code EH" on Form 8949, review the specific transactions listed on the form.
How do you transfer an annuity after spouse dies?
Check with the holder to see if a beneficiary was listed for the account. If no beneficiary was listed then the annuity was owned by the decedent and their estate must be probated. The duly appointed estate representative will have the authority to distribute the funds (by Will or the laws of intestacy) once any debts of the estate have been paid.
What is an open account listed on a credit report?
Open Account - account listed as "open" on your credit report are accounts that are open, includes all accounts that have been reported within the last 90 days.
How would you run a report that listed only disputed transactions us bank?
To run a report listing only disputed transactions for U.S. Bank, log into your online banking account and navigate to the "Transactions" or "Statements" section. Use the filtering options to select "Disputed Transactions" or apply a custom filter for dispute status. If available, export the report in your preferred format (e.g., PDF or CSV) for further analysis or record-keeping. If you encounter difficulties, consider contacting U.S. Bank customer service for assistance.
What does CHG stand for on a bank statement?
On a bank statement, "CHG" typically stands for "charge." It indicates a transaction where money has been deducted from your account, often related to purchases, fees, or other expenses. This abbreviation helps to identify the nature of the transactions listed on the statement.
How do you find the iban number of my account in Wells Fargo?
To find your IBAN number for a Wells Fargo account, you can log into your online banking account and navigate to the account details section, where your IBAN may be listed. Alternatively, you can contact Wells Fargo customer service directly or visit a local branch for assistance. Keep in mind that IBANs are primarily used for international transactions, so if you’re conducting domestic transfers, you may only need your account and routing numbers.
If you wanted to know which transactions were listed on a statement that was already created what would you do?
To find the transactions listed on a previously created statement, you would first retrieve the statement from your records, either digitally or physically. If it's a digital statement, you can search for it in your accounting software or email. For physical statements, check your files or folders. Once located, review the statement to see the detailed list of transactions included.
