Mom called me this morning all upset as she finally was balancing June bak statement but Dads SS check and pension checks have not been deposited.
After many fruitless calls to the pension fund and other places it turns out that dad got a letter sometime this spring stating a request for me to be POA??
Anyhow the direct depost ss money got changed to checks and he has deposited/cashed them ??? al local CU. The pension checks also stopped being deposited (how???) and he was also doing the same with them. He is almost 77 and a bit forgetful mom usually handles the $$$. So After this heat waves moves through I'll drive there on Wed so get some of this info straightened out.
In addition mom was writing checks out of bank acct and cannot transfer money from that banks savings to checking (I'm calling) and will wire from local bank.
She wants to close this out of state bank acct but doesn't have online acct (no computer)or atm card or no local brnach office (3 hrs away) So I have to figure out how to do this and get that acct closed and money transferred to local CU acct.
Of course I'm not authorized to talk to bank/SS office/Pension fund and get this straightened out
WHAT A MESS!!!!!!
But does anyone do POA for finances for parents??? This would be so I can check up instead of mom as sometimes this stuff seems to overwhelm her too. With the privacy laws dad had to get on the phone and doesn't understand some of this stuff (did I mention he hates taxes, government etc...!!)
Sorry had to vent... but if anyone deals with this please any advise would be good!!
After many fruitless calls to the pension fund and other places it turns out that dad got a letter sometime this spring stating a request for me to be POA??
Anyhow the direct depost ss money got changed to checks and he has deposited/cashed them ??? al local CU. The pension checks also stopped being deposited (how???) and he was also doing the same with them. He is almost 77 and a bit forgetful mom usually handles the $$$. So After this heat waves moves through I'll drive there on Wed so get some of this info straightened out.
In addition mom was writing checks out of bank acct and cannot transfer money from that banks savings to checking (I'm calling) and will wire from local bank.
She wants to close this out of state bank acct but doesn't have online acct (no computer)or atm card or no local brnach office (3 hrs away) So I have to figure out how to do this and get that acct closed and money transferred to local CU acct.
Of course I'm not authorized to talk to bank/SS office/Pension fund and get this straightened out
WHAT A MESS!!!!!!
But does anyone do POA for finances for parents??? This would be so I can check up instead of mom as sometimes this stuff seems to overwhelm her too. With the privacy laws dad had to get on the phone and doesn't understand some of this stuff (did I mention he hates taxes, government etc...!!)
Sorry had to vent... but if anyone deals with this please any advise would be good!!