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Exercising POA?

I've posted this in the family & relationships section as well, but maybe it's better suited to this board?
Unfortunately, my elderly mum is currently seriously ill in hospital, and recovery seems unlikely.
We sorted out POA (medical & finances) a few years ago, when she made her will. The POA was also registered with the Court of Protection at the time, so I understand it's all ready for me to use.
What evidence will I need to take to the bank etc. now, to allow me to take the reins?
Official DFW Nerd No 096 - Proud to have dealt with my debt!

Comments

  • PeacefulWaters
    PeacefulWaters Posts: 8,495 Forumite
    While there is a good answer on your other thread, it depends entirely on which bank.

    Call them.
  • jonesMUFCforever
    jonesMUFCforever Posts: 28,898 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Normally you just need to make an appointment at the banks with the original document and ID for yourself.
  • Flobberchops
    Flobberchops Posts: 1,279 Forumite
    1,000 Posts Fifth Anniversary Combo Breaker
    Do you already have PoA set up with your mother's bank? If not, make an appointment to see them with all the relevant documents, and also ID and address verification for yourself if you're not a customer.
    : )
  • Zanderman
    Zanderman Posts: 4,909 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Just for info - as responses are overlapping now, the OP's other thread on this is here: https://forums.moneysavingexpert.com/discussion/5808370
  • Larac
    Larac Posts: 958 Forumite
    Part of the Furniture 500 Posts
    When I 'activated' the POA on my Mums bank accounts, they wanted to see the original copy of the finance POA document and my passport. Not essential but it helps if you also bank with your Mums bank so they can validate you further. I did this for Lloyds and Nationwide, who had similar processes. Best to ring up and make an appointment so they can allocate somebody in the branch who knows how to deal with a POA.
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