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Request account authority

Request account authority

Before you get started, make sure you have:

For the account holder

The account holder, also known as the principal, is the person whose account will be managed by someone else. Required information includes:
  • Full name
  • Social Security number
  • Address
  • Bank, auto-loan and/or credit card account number (if available)

For the agent

The agent1, also known as the agent-in-fact, is the person who is authorized to manage the principal’s account. Required information includes:
  • Full name
  • Social Security number
  • Date of birth
  • Address
  • Phone number and email2
  • Additional information for joint agents for the request
  • State of origin3
*Agent-in-facts who have an alias and/or maiden name on their legal documents will need to include supporting documentation.

Required documents

Once you start your request, you can't save progress. Grab the following documents in PDF, PNG, JPG, or TIFF format (10MB size limit) so you can submit your request successfully:
  • Power of attorney/Conservator/Guardian agent document (Please ensure there is a visible notary stamp or seal on the copy if required by your state)
  • Agent removal letter (If applicable)
  • Supporting documents (Optional)
Make sure all documents are legible and unaltered. If there are multiple pages, upload all pages.

IMPORTANT INFORMATION ABOUT PROCEDURES FOR BEING ADDED TO AN ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who is added to an account.
What this means for you: When you are added to an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

I represent that (i) I am the agent/attorney-in-fact (“agent”) named in, and presently authorized to act under, the attached Power of Attorney (“Power of Attorney”), which has not been revoked and is in full force and effect, and (ii) if the Power of Attorney was drafted to become effective upon the happening of an event or contingency, the event or contingency has occurred. I, individually and as agent on behalf of the Principal, agree to release, indemnify and hold CAPITAL ONE, N.A., its officers, directors, employees, affiliates, successors and assigns, harmless from and against any and all actions, claims, losses, damages, liabilities, costs and expenses (including attorney’s fees) arising out of or in connection with CAPITAL ONE, N.A.’s reliance on this Power of Attorney and my instructions as agent.

Note: You can't save progress as you go, so grab all your documents before you get started.

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