Dealing with pension accounts and DPOA?

Have the lawyer who wrote up the DPOA to write a letter to these people explaining that this is a legal document and they need to abide by its authorization and to call him or her if they need more information.

I have all Powers it just the logistics, and it seems they all do not want to accept it. they want to use only their forms. and have a bed ridden person run all over. Most all of it is the direct effect of the patriot act Guess I am gripping :).

I'm not clear, have you already been given POA/DPOA? Do those papers exist and the Pension agency just isn't recognizing it or are you trying to set up POA/DPOA and that's why they are requiring he have notarized signature? Is your dad cognitively impaired or is he capable of signing just not physically able to move? If it's the latter, there are attorneys or simply notaries who will come to the NH/hospital to have papers signed. If everything is in order and he is obviously present enough (they shouldn't notarize if they have questions about the persons understanding of what they are doing) you should be able to find a notary. They can use a nurse or you can provide witnesses, many rehabs, hospitals have a notary or two on staff somewhere so you could ask if they have one where he is living.

My husband is POA for his brother, and he's run into all kinds of scenarios with being able to execute things on his brother's behalf. Some compnaies want their own form, signed by the person, notarized, etc. and will not accept the existing POA. To change address, we just ran into a situation where the outfit wanted brother to sign (notarized) their special address change form (this was to get back a very small amount he'd put into state pension plan years ago). Brother is in NH an hour away, there's no notary on staff, and it's very hard for him to get out to a place where there is a notary. Fortunately, we found that his bank has a branch there and they were very accommodting in sending someone to the NH to notarize--totally free of charge. Brother is cognitively OK, so the DPOA is really because he was physically unwell, overwhelmed, etc. and was having a hard time handling his finances.

Really SS was a breeze? Government is the worst for POAs.

All I did was send a copy of my POA to the company I needed to make changes. One time I had to get a Medallon from the bank.

You Are correct: I do Have DPOA on all things, But some do not accept it per their rules. Change SSA/ Medicare Was a breeze.. Thank you for your comment. The main issue is distance, and the patient is semi coherent. So they do not use phones or stay on track easy. let alone use computer to get forms.

With everything in place to work for them in a fiduciary way, there are so many cliches.

You don't have POA?

Since Mom still had her house, I never changed anything. Her SS was direct deposited and a check was sent for her pension. As POA I could cash her check. Used it for her personal needs. When she went into a NH, I allowed them to become payee so they dealt with both.

Unless you or someone has POA you are not able to handle Dads legal papers. If Dad is not impaired, maybe u can have a DPOA drawn up and have Dad sign in front of witnesses and a notary. The only other option is guardianship and thats expensive.