[davejag]

I have mutual funds in the bank and I just found out about them ( it was money left for me when my grandparents died). I need to get at them but don't know if I can cash them or not. My bank doesn't open again till Tuesday and I am really worried. My sister has had them in her name because I was under age when they were set up, but now I am over 20 and I woundering if I can go into the bank and get them with or without her.

This is how it looks on the page ( I will leave the dollar amount out I'll just put$)

Name: Lynnea Jamason ITF Joanna

Signing Authority Individual

Restraint Type: No Restraints



Mutual Funds Status Units owned Unit Price Value
Balance A 300 $ $
Canadian Dividend A 10.75
Life S A 200



APA Instructions No


Restraint Type No Restraints

[davejag]

Does ITF stand for In Trust For does that mean I am the owner or them or she is? Plus it says sole owner so who is the owner? It has all her information on the account like Birthday phone number.

[morgaine300]

Does your sister know you're posting this on a public board? If not, I'd remove her name because it's none of anyone's business. That's more private than the dollar amounts!

This also isn't finance. It's more a legal matter. You might try family law.

[davejag]

Its not her real name neather is the one I am using I thought of that.

[davejag]

It is a finance thing because I am not sure who is ownership she is always out of town so she can never come to the bank with me. So I just woundering does she need to be there for them to hand them over to me?