- Report: #358689
Complaint Review: Bank Of America - Sun Valley California
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Author Confirmed
Why?
Bank Of America
8888 Sunland Blvd. Sun Valley, 91352 California, U.S.A.
Phone:
818-994-8200
Web:
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Bank of America will not release funds in my deceased brothers Acc. Even though they have received legal docs and they are chrg. me a monthly fee. Sun Valley California
I have called Bank of America on numerous aoccasions to discuss my deceased brothers account.
They have received all legal docs. to transfer these funds to me and it has been months since they received them and still they will not release the funds.
Additionally they are charging the account a monthly fee.
I have spoken to Customer service on 3 occasions and they still haven't
released the funds.
I live out of state and would be hard for me to handle this in person.
Has anyone else run into this situation and if so, what have you done to get the funds you are legally entitled to??
Paul
Orleans, Massachusetts
U.S.A.
They have received all legal docs. to transfer these funds to me and it has been months since they received them and still they will not release the funds.
Additionally they are charging the account a monthly fee.
I have spoken to Customer service on 3 occasions and they still haven't
released the funds.
I live out of state and would be hard for me to handle this in person.
Has anyone else run into this situation and if so, what have you done to get the funds you are legally entitled to??
Paul
Orleans, Massachusetts
U.S.A.
4 Updates & Rebuttals
Ken
Randolph,Massachusetts,
U.S.A.
BoA
#2Consumer Comment
Mon, August 04, 2008
Bank of America is ALL over Massachusetts. Isn't there a branch in or near Orleans? The best thing you can do is talk to a live person in the branch who will have internal access to get your transfer in process.
Striderq
Columbia,South Carolina,
U.S.A.
Suggestions...
#3Consumer Comment
Sun, August 03, 2008
First, my condolences to your and your family for your loss. Now suggestions: I don't work for BOA but I would think the procedure should be similar to where I do work. What documents have you provided to them? What I would suggest is to get the address for their correspondenve team. Send a certified letter with the following: copy of certified death certificate; letter appointing you as executor of estate and detailed directions of what you want done with the money. It may be necessary to convert the account to an estate account to finalize any bills left and then the money could be distributed per the will or probate. If at all possible I would recommend to take these items to a BOA branch and do everything in person, but if not it should be possible to do this through the mail. Again, I'm sorry to hear of your loss and I hope my suggestions help you through a difficult time.
Striderq
Columbia,South Carolina,
U.S.A.
Suggestions...
#4Consumer Comment
Sun, August 03, 2008
First, my condolences to your and your family for your loss. Now suggestions: I don't work for BOA but I would think the procedure should be similar to where I do work. What documents have you provided to them? What I would suggest is to get the address for their correspondenve team. Send a certified letter with the following: copy of certified death certificate; letter appointing you as executor of estate and detailed directions of what you want done with the money. It may be necessary to convert the account to an estate account to finalize any bills left and then the money could be distributed per the will or probate. If at all possible I would recommend to take these items to a BOA branch and do everything in person, but if not it should be possible to do this through the mail. Again, I'm sorry to hear of your loss and I hope my suggestions help you through a difficult time.
Striderq
Columbia,South Carolina,
U.S.A.
Suggestions...
#5Consumer Comment
Sun, August 03, 2008
First, my condolences to your and your family for your loss. Now suggestions: I don't work for BOA but I would think the procedure should be similar to where I do work. What documents have you provided to them? What I would suggest is to get the address for their correspondenve team. Send a certified letter with the following: copy of certified death certificate; letter appointing you as executor of estate and detailed directions of what you want done with the money. It may be necessary to convert the account to an estate account to finalize any bills left and then the money could be distributed per the will or probate. If at all possible I would recommend to take these items to a BOA branch and do everything in person, but if not it should be possible to do this through the mail. Again, I'm sorry to hear of your loss and I hope my suggestions help you through a difficult time.
