leftsatisfied
Junior Member
What is the name of your state (only U.S. law)? California
A close friend of mine passed away a few weeks ago. She had named me beneficiary of her bank account. I called the bank manager after my friend died and asked if everything was still up to date and asked if I was still the beneficiary. She put me on hold, came back on the line and said "yes, you are still the beneficiary and you will need to bring a death certificate and your ID to collect the funds". That was last week. Today I went to the bank with the death certificate and they informed me that I was not the beneficiary. They said that they could not provide me with any information regarding the account or accounts. To give a little back ground info, I had spoke to this bank manager several times before my friend passed and we knew eachother on a first name basis. My friend had not talked with her family in many years but I did discover that this bank manager is friends with my deceased friends family. How would I find out if the bank did something with the names after my friends death? What are my options now? I do not have any copies of POD paperwork. This has made me very upset simply because I feel that something shady is going on with no way to prove it. Please send advice as soon as you can. Thank you in advance.
A close friend of mine passed away a few weeks ago. She had named me beneficiary of her bank account. I called the bank manager after my friend died and asked if everything was still up to date and asked if I was still the beneficiary. She put me on hold, came back on the line and said "yes, you are still the beneficiary and you will need to bring a death certificate and your ID to collect the funds". That was last week. Today I went to the bank with the death certificate and they informed me that I was not the beneficiary. They said that they could not provide me with any information regarding the account or accounts. To give a little back ground info, I had spoke to this bank manager several times before my friend passed and we knew eachother on a first name basis. My friend had not talked with her family in many years but I did discover that this bank manager is friends with my deceased friends family. How would I find out if the bank did something with the names after my friends death? What are my options now? I do not have any copies of POD paperwork. This has made me very upset simply because I feel that something shady is going on with no way to prove it. Please send advice as soon as you can. Thank you in advance.