If we receive a request for information from DHS, Medicare/Medicaid, or an apartment complex that is trying to verify assets for "Mary Smith" and Mary is an authorized signer on her son/daughter's minor account or Social Security Representative Payee Account, should the bank include this account in the list of accounts and balances?

Thanks for your help.

No. You would not provide information on your Bank's cashier check account or other internal bank account for an employee if they were an authorized signer on the account or was acting in some sort of fiduciary capacity - would you?

And want does this mean "authorized signer on her son/daughter's minor account". You mean they are the custodian of a UTMA account or they have some account they just designated as such and the bank allowed them to open it???