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Back to Financial Authority
Request account authority
STEP 1 OF 4
Request Type
Let's get you to the right place for your request.
What
type of authority
is being requested?
Power of attorney
Conservatorship
Guardianship
Supplemental decision making agreement (SDMA)
What action are you requesting?
Add, change or extend authority
Remove authority
Resubmission
What accounts are you looking to provide or remove authority for? (Select all that apply)
Bank accounts (e.g., checking, savings)
Credit card accounts
Auto loans
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Next: Account Holder Info
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1-877-383-4802
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