My wife's ex recently passed on and it became knowledge that he had named his son, my step son as a benefactor on his bank account. My family and I live in Pennsylvania while the ex husband lived in California. I contacted the union bank in san diego and was told that I need death cert. birth cert. and declaration of legal guardianship form 01034. I can not locate this form any where. Asking help if this is the right form , and where to locate it , or if known which form is needed for the bank. THANK YOU

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Originally Posted by SCOOTSAWAYS

my wifes ex recently passed on and it became knowledge that he had named his son, my step son as a benefactor on his bank account. my family and I live in Pennsylvania while the ex husband lived in california. I contacted the union bank in san diego and was told that I need death cert., birth cert., and declaration of legal guardianship form 01034. I can not locate this form any where. asking help if this is the right form , and where to locate it , or if known which form is needed for the bank. THANK YOU

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Have you asked them to send it to you ? They should be helpful and if not they should be reported. Try calling them again and ask about it. Im not finding a reference either so maybe they left off some numbers or letters. Also not sure why you would need a guardianship form unless its pertinent to the person in question.

I can not speak for your bank,

If he was listed as POD on the back account, then he merely should have to provide a death certificate and proof of ID.
** I have done several of those in MO and GA lately.

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Originally Posted by Fr_Chuck

I can not speak for your bank,

If he was listed as POD on the back account, then he merely should have to provide a death certificate and proof of ID.
** I have done several of those in MO and GA lately.

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You are correct but please remember we are dealing with a bank in California , while we are in pennslyvania . The bank has stated this if we could come to the branch office. Also a little more info the son's age in question is 14 THANK YOU

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Originally Posted by califdadof3

have you asked them to send it to you ? They should be helpful and if not they should be reported. Try calling them again and ask about it. Im not finding a reference either so maybe they left off some numbers or letters. Also not sure why you would need a gaurdianship form unless its pertinent to the person in question.

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Called union bank and recheck form number and was told as far as they knew the number was correct. They stated they got their information from the banks legal department. And my guess concerning guardianship is to establish true guardianship between mother and son since the son is only 14 years old