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Can a beneficiary request account information?

September 12, 2022
November 27, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Beneficiary
Beneficiary, Beneficiary requesting account information, beneficiary rights, Account Access
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Quontic Bank does not allow the beneficiary access to the account unless notification has been provided, along with the necessary supporting documents for the deceased account holder.

What documentation is required from the beneficiary upon the passing of the account holder?