Q:

My secretary will need to know what my checking account balance is from time to time. Can I just make a quick phone call to allow her to view my account?

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No. We need your signed permission and that of any other signers on the account, allowing us to disclose balance information. The permission notice must include your secretary's name, his/her mother's maiden name or codeword, and his/her driver's license number or social security number.  more
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