Power of Attorney and Guardianship
On this page, you will find information on Jenius Bank’s Power of Attorney and Guardianship processes. There are definitions for important terms and instructions on how to submit information to us so that an agent or guardian can be added to a Jenius Bank account. Please review these terms and follow the instructions provided if you would like to submit a Power of Attorney (POA) document or Guardianship Order to Jenius Bank.
Terms
Cell Phone Number:
A mobile number where an agent/guardian can receive one-time passcodes (OTP) to verify their identity when contacting our Call Center. This verification enables them to request information and perform transactions on the account(s). By providing the Cell Phone Number to us, the agent/guardian consents to receiving calls and text messages for authentication and servicing purposes. Message and data rates may apply.Mailing Address:
Jenius Bank, P.O. Box 71217, Philadelphia, PA 19176-6217Personal Information:
- Full legal name (including middle name);
- Date of birth;
- Address of residence;
- Email address;
- Cell Phone Number; and
- 4-digit PIN.
Pin:
A four-digit number of the agent/guardian’s choice that can be used to update their Cell Phone Number on file. This PIN must be kept confidential and not shared with anyone other than Jenius Bank’s representative.Instructions
Power of Attorney
Customers or their agents may submit a POA by sending the information to our Mailing Address. Include the following information:- A fully executed copy of the POA. Be sure to include any required notices or acknowledgments and notarization or witnesses for the document.
- Personal Information for each agent named in your POA.
- An executed and notarized Agent’s Affidavit for each agent.
- Personal Information for each successor agent named in the POA.
- An executed and notarized Agent’s Affidavit for each successor agent.
- Documentation of the current agent(s) inability or unwillingness to act (e.g., death certificate, letter of resignation, letter from physician documenting incapacitation).
Guardians
Guardians may submit a guardianship order by sending the information to our Mailing Address. Include the following information:- A fully executed copy of the guardianship order.
- Personal Information for the guardian.
- If an entity or business is appointed as the guardian, then the following is also required:
- A valid resolution naming an individual to act on behalf of the entity or business in its capacity as a guardian for the account owner.
- Personal Information of the individual named in the resolution.
- The business information:
- Full name of the business;
- Address;
- TIN; and
- Beneficial Ownership Certification.
Important Information
Agents and guardians will not have access to online banking or the mobile app. All requests for information and transactions must be conducted through our Call Center which is available 24/7 at .For customers with a hearing impairment, we offer TTY relay services. Please call 711 to utilize this service and have our customer support phone number ready to provide to the relay operator.
To revoke a Power of Attorney, Customers should contact our Call Center at .