Topic: Financial Institution - the rest of the story
2015-02-23 16:09:58
Posts: 120Joined: 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 |
Posts: 4Joined: 2014-04-17 |
Thank heavens! Like to hear these good news stories. I’ve personally had many an experience while acting as my Mom’s caregiver and POA with (mostly) financial institutions that has caused me much spin and aggravation. Case in point …. I sent in POA documentation to Revenue Canada. When I called them to discuss an income tax matter, they tell me they can’t talk to me, can’t find the documentation, and I have to resubmit, via Canada Post. So I’m to cross my fingers and hope someone on the receiving end will get it and attach to my mother’s 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 mother’s 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) don’t see it and are resistant to allow me to set this up, as they don’t think I have authority. And they tell me I can’t use her banking card to do this, because I'm not authorized ... even with POA. I’ve talked to many people dealing with institutions as substitute decision makers that have a similar story. |
2015-03-03 10:33:51 |
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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 |
