There are a number of ways you can get help managing your money – or a friend or family member’s – if you or they are no longer able to make financial decisions.
Third party access is suitable in situations where the donor is, for example:
Before we can add an attorney to the account, we will need a form and the associated documents. Please note we do require certification on each page of the document.
You can send us these documents in the following ways:
PO Box 74787
Your documents will be returned to you.