BBVA CUSTOMERS! Check your POD Beneficiary Designations!

Long H. Duong, Esq. Estate Planning Leave a Comment


Are you a FORMER BBVA customer going through the transition to PNC?

You’re probably struggling with online access or a host of other issues with the transition.

Once the dust settles, CONTACT THE BANK to ensure that your PAYABLE ON DEATH or TRANSFER ON DEATH DESIGNATIONS remain intact and on file with the bank. Otherwise, if those records are lost, your intended beneficiaries will not have access to your accounts.

Mergers and acquisitions sometimes result in lost paperwork and records.

Make sure they still have your POD/TOD information and have them SHOW YOU what they have on file.

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