Passage Authority blog
Clear answers about financial authority.
Practical explanations for families and the institution teams that review power of attorney requests.
Identity and review
5 minute read
5 minute read
How does a bank verify a power of attorney request?
The bank verifies the people, reviews the legal document, confirms the requested account access, and makes its own decision. Passage keeps those steps in one clear record.
Plain-English guide
4 minute read
4 minute read
Can I use a power of attorney to talk to a bank for a family member?
Often, that is exactly what a financial power of attorney is meant to support—but the document, its scope, and the bank's review determine what the representative may actually do.
Decision receipts
4 minute read
4 minute read
What does a completed authority request look like?
A completed request is a decision record: who was reviewed, what the institution accepted, which accounts and actions are covered, and whether that decision is still current.