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What Happens When Customer Is Deemed Incapacitated

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What happens when a customer is deemed incapacitated? Do we close the account? Do we continue to pay checks until the conservator opens a new account?

Unless you were served with the proper court documents, how would you even know? If you were served with proper court documents, then you already know who the conservator/guardian is and no further actions should be allowed on the account until they showed up, including paying any checks or other orders after the date of the court order.

First published on 10/18/2015

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