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Account holder name, Billing address, Date of birth, and Last 4 digits of Social Security number
The issue in GetHuman-nancygid's own words
My father was a client of yours, his name, Lee E. Starkey, died on *********. He made a Starkey family trust back in ****. My brother and I are the only beneficiaries. I have reason to believe my brother has been embezzling funds from the trust. He won't give me any information on the worth of the trust right now, and has cashed in on many of my dad's Investments. I'm trying to find out if my dad's account is closed, and if it isn't, how much is it worth, because I can't find out from my brother. My name is Nancy Lee Gideon. My last name was Hoyt at the time he made the Starkey family trust
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