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Topic: Financial Institution - the rest of the story
2015-02-23 16:09:58
Sharon Osvald Posts: 120
Joined: 0000-00-00
Awhile back GingersHalo posted a discussion thread about her husband and his battle with an insurance company. Happily, thanks to CBC and Go Public, there has been some closure and a happy ending to this story: http://www.cbc.ca/news/canada/british-columbia/dementia-patients-wives-battle-sun-life-bmo-over-costly-missteps-1.2965408

2015-02-23 16:09:58
Dawng Posts: 4
Joined: 2014-04-17
Thank heavens! Like to hear these good news stories.

Iíve personally had many an experience while acting as my Momís caregiver and POA with (mostly) financial institutions that has caused me much spin and aggravation. Case in point Ö. I sent in POA documentation to Revenue Canada. When I called them to discuss an income tax matter, they tell me they canít talk to me, canít find the documentation, and I have to resubmit, via Canada Post. So Iím to cross my fingers and hope someone on the receiving end will get it and attach to my motherís file, and so the next time I call, they will be able to talk to me.

The bank has also given me grief, when I tried to arrange to do online banking on my motherís account. The local branch has the POA paperwork on file, but the online banking people that I need to deal with over the phone (different department) donít see it and are resistant to allow me to set this up, as they donít think I have authority. And they tell me I canít use her banking card to do this, because I'm not authorized ... even with POA. Iíve talked to many people dealing with institutions as substitute decision makers that have a similar story.



2015-03-03 10:33:51
Sharon Osvald Posts: 120
Joined: 0000-00-00
Dawn G.
I hear so many stories around banking and POA issues. This is a very real problem for family members and friends who are caring for someone with dementia. Even AFTER they have done everything they need to do. Does anyone know of an advocate that people can reach out to when they find themselves in this situation?
Thanks for sharing Dawn G!

2015-03-05 11:38:55