Do they accept a POA?
- Verified Chase adds a POA agent to an existing account, or lets an agent open a new account, after a banker reviews the POA to confirm the agent's authority. Opening a new account or changing beneficiaries requires the POA to specifically allow it. official source ↗
- Verified Chase says a durable POA stays in effect if the principal becomes unable to make decisions; the agent's authority ends when the principal dies. A healthcare POA cannot be used with a bank account. official source ↗
Forms & documents
- Verified Bring the POA document itself. If applicable: death certificate, letter of incapacity, physician statement, or resignation letter. official source ↗
- Verified Chase also offers its own POA form for Chase accounts; to use it you must visit a branch in person. official source ↗
- Verified ID: the agent brings a primary ID (driver's license, state ID or U.S. passport) and a secondary ID (credit/debit card, bank statement, recent pay stub or utility bill). In some cases the account owner's primary and secondary IDs are also needed. official source ↗
How to submit
- Verified In person: schedule a meeting with a banker at a Chase branch. The named agent must be present to be added. JPMorgan Private Client customers go through their Relationship Manager or Senior Private Client Banker. official source ↗
Turnaround
- Not published Chase does not publish a turnaround time. It says you may have to visit a branch more than once, and requirements may vary by state.
If they refuse or stall
- Not published Chase does not publish an escalation path for a refused POA. In California, see Probate Code § 4406 on the Start Here page (applies to the statutory form).
Information only, not legal or financial advice. This guide summarizes what institutions and California law publish. Rules change and every family is different. Talk to a California-licensed attorney before signing or relying on a power of attorney.