We have received paper work from DHS-Adult Protective Services ordering temporary guardianship for an existing customer. In speaking to the agent he states that they will be closing this account and opening an account in the name of the Agency using the Agencies EIN but as fiduciary for our customer. I'm confused as to how I'll be titling this account.

DHS Oklahoma guardian for
My customer, ward

???

Why would I need to close/reopen another account?

He also states that the agents do not give their personal information for CIP purpose. I get that.

So, who's my customer? Who am I doing CIP on?