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Account holder name, Billing address, Date of birth, and Last 4 digits of SSN
The issue in GetHuman2878970's own words
My aunt passed away in December ****. I am trustee of her estate. I've had a personal checking account with PNC for many years and about a year ago added a savings account. I went to my local branch for a medallion stamp on paperwork, specifically stock transfer paperwork. The stock is in my aunt's name and is being transferred to me, trustee for her estate, to distribute to her beneficiaries. I was advised by the PNC bank manager that she could not place a medallion stamp on the paperwork because my deceased aunt did not have an account with PNC. She told me I had to go to the bank my aunt banked at. Now, I am fully aware PNC only offers notary and medallion stamps to PNC customers. So my first thought was, why would PNC think I could walk into a bank that I have never personally had an account at and ask them for a medallion stamp. Nonetheless, I did walk into Ohio Savings and ask. I explained to the manager at Ohio Savings what my own bank (PNC) had told me and what I needed done. She advised me that they do not offer medallion stamps to non-customers and asked me "how can I vouch for you when I don't know anything about you?" I understood her ***% and told her as much. It did not matter I held POA over my aunt's accounts at Ohio Savings when she was alive nor did it matter an estate account had been opened and closed with them. She went on to say she never heard of any financial institution, and she had work at * during her ** year banking career (** of those in a managerial position), that required a deceased to bank where a trustee or the executor also banked or vice versa.*I will further state I had all necessary documents with me, a certified death certificate, the original, signed irrevocable trust, the most recent statements from the stocks I was hoping to transfer ownership of and the coinciding transfer paperwork sent by those institutions. I also had my identification in the form of bank card and Ohio driver's license. Also worth noting, the stocks I am trying to transfer ownership of are valued at less than $****.*Now that you have all the details of what transpired, my question is this, was I given the correct information by your PNC representative when I was told that if I, as a PNC customer, am acting in a capacity of trustee or executor for a decedent, that PNC will refuse to place a medallion stamp on paperwork I am handling for the estate if the decedent did not also bank at PNC? *Thank you,
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