Get the free Name Trusted Contact to Help Protect Against Elder Abuse

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ASK KENNEDY February 3, 2021, At our last Ask Kennedy live session, a question was asked about trusted contacts in relation to elder financial exploitation. Following up on that question, we have

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Start by logging into your account on the platform where you need to fill out the name of a trusted contact.

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Locate the section for managing contacts or security settings.

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Look for the option to add a trusted contact and click on it.

04

Enter the name of the person you want to designate as your trusted contact.

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Who needs name trusted contact to?

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Individuals who want to designate someone to act on their behalf in case of emergencies or other situations where they are unable to make decisions for themselves.

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What is name trusted contact to?

Name trusted contact is a designated person who can be contacted by a financial institution in case of emergency or to discuss concerns about a client's account.

Who is required to file name trusted contact to?

Financial institutions are required to collect and maintain a trusted contact person for each customer.

How to fill out name trusted contact to?

To fill out name trusted contact, customers must provide the name, phone number, and relationship to the customer of the trusted contact person.

What is the purpose of name trusted contact to?

The purpose of name trusted contact is to ensure that a financial institution has a designated person to contact in case of emergency or to discuss concerns about a customer's account.

What information must be reported on name trusted contact to?

The information that must be reported on name trusted contact includes the name, phone number, and relationship to the customer of the trusted contact person.

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