Does anyone have an example of a Hold Mail agreement that they wouldn't mind sharing with me? I realize most banks probably don't allow this practice, but if we're going to hold mail for the customers, shouldn't we have an agreement in place to document that the customer has requested it?
We don't have a hold agreement, but the few customers we have that pick up their statements have to sign a log before they pick up anything. These are rare, as when a customer requests this, we tell them they need to get a PO Box.