In order to designate someone as a fiduciary agent (Attorney-in-Fact through the Powers of Attorney, Guardian, or Conservator) we will need the following documents:
- A copy of the complete Durable Power of Attorney documents or Court Order (make sure they follow state guidelines). Please ensure there is a visible notary stamp or seal on the copy if required by your state.
- The notarized Fiduciary Agent Instruction Form completed by the Agent/Guardian/Conservator.
These documents can be:
- Emailed to firstname.lastname@example.org
- Faxed to 1-866-464-3582
- Mailed to: Capital One 360 P.O. Box 60 St. Cloud, MN 56302
Keep in mind, while we accept documents via email, we suggest using a different method when sending private/sensitive information.
Once we’ve processed the documents you’ve provided, which takes about 15 business days, we'll contact you to complete the last steps. If you have any questions, give us a call at 1-888-464-0727.