Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.
Document & Signature Services
Help when your documents require a bank review, authorization, stamps
or signatures.
We’re here to help with whatever you’re navigating – learn more about how we process documents and what you’ll need to do to prepare.
Estate & Decedent Processing
While every situation and client is different, here are some guidelines for handling the accounts of someone who has passed away.
- Your own photo ID
- The deceased client’s name and account number(s)
- Original death certificate or a certified copy
- State-specific documentation – contact a legal advisor for assistance if you haven’t already, but this could be:
- Certified copy of Letters of Administration or Letters of Testamentary issued by Probate Court
- Court Order
- Letter of Appointment for a Personal Representative
- Short Certificate
Once you give your documents to the branch, we’ll review and determine if we need anything additional.
We’ll contact you within 4 business days to schedule a follow-up appointment, if necessary.
If you can’t visit a branch:
Call 1-888-PNC-BANK. We’ll instruct you based on your location and the account type.
Power of Attorney Services
A Power of Attorney (POA) is a legal document that gives someone else access to and power over your account if you become absent, unavailable or incapacitated.
The accountholder who gives authority is called the principal, while the person who gains authority is called the agent (or sometimes the attorney-in-fact).
POA can only be used for living clients; it no longer applies if the principal dies.
- Your photo ID
- The account number
- A completed POA form
Once you give your documents to the branch, we’ll review and determine if we need anything additional.
We’ll contact you within 4 business days to schedule a follow-up appointment, if necessary.
If you can’t visit a branch:
You can mail a completed POA form with a letter of instruction to:
PNC Bank
Document Review
PO Box 609
Pittsburgh, PA 15230-0609
Mailstop: P7-PFSC-05-4
About POA forms:
POA forms can be presented by the principal or the agent.
We must review the entire document, regardless of the account type.
Copies are acceptable unless the POA was created:
- In Indiana, Minnesota or Missouri: the original or a certified copy is required.
- In Alaska, Arizona, Louisiana, Massachusetts, Mississippi, New Jersey, North Dakota, Oregon, Rhode Island or Tennessee: the original is required.
There are three different types of POA documents:
- General gives the agent broad, comprehensive authority.
- Limited or Special gives the agent the authority to perform only certain activities specified in the document.
- Limited duration gives the agent authority with a specific expiration date – typically it’s used for extended absence, incarceration, hospitalization or military deployment.
Once established, Power of Attorney is valid until the principal notifies us or we receive another notification that automatically revokes it. We require this notification in writing.
As a convenience for existing PNC clients only, we offer state-specific PNC POA forms upon request at a branch. You must be the principal and have a PNC deposit account, safe deposit/express storage box, or an Individual Retirement Account/other retirement plan to use this form.
If you are the principal and would like to revoke your Power of Attorney, you can visit a local branch. Be sure to bring your account number and photo ID. We can print a form for you to complete if you need it.
If you can’t visit a branch, you can mail a revocation request to:
PNC Bank
Document Review
PO Box 609
Pittsburgh, PA 15230-0609
Mailstop: P7-PFSC-05-4
Trust Account Services
A trust is created by a grantor to give authority to one or more trustees. Trustees hold and manage assets on behalf of one or more designated beneficiaries. This is documented in a written trust agreement (like a living trust, family trust or marital trust).
Trusts are structured in many different ways to achieve many different goals.
A revocable or irrevocable trust account can be opened by a trustee named in a trust agreement. A trust under will account may be opened by a trustee named in the will.
- Your photo ID
- For a Trust Agreement: first three pages of the trust, section stating if the trust is revocable or irrevocable, signature pages and any amendments
- For a Certification of Trust: full document
- For a Trust Under Will, one of these:
- All pages of the certified copy of the probated will
- Letters of Testamentary and pages from the certified copy of the probated will (the first three pages, the signature pages, and the pages describing the terms of the Trust Under Will)
- A court order describing the terms of the Trust Under Will
The trust grantor information is a requirement for trust account opening, per FDIC insurance guidelines, and we do require the name(s) of the grantor(s), address, date of birth, tax identification number, and date of death (if applicable).
Once you give your documents to the branch, we’ll review and determine if we need anything additional.
We’ll contact you within 4 business days to schedule a follow-up appointment, if necessary.
If you can’t visit a branch:
You can mail your documents to:
PNC Bank
Document Review
PO Box 609
Pittsburgh, PA 15230-0609
Mailstop: P7-PFSC-05-4
Court Order / General Guardianship
Sometimes, a court will order that an account be opened for the benefit of a minor or someone who is incapacitated or considered incapable of managing their own affairs. A guardian or conservator will be chosen to care for that person, their property and their rights.
- Your photo ID
- An original or certified copy of the entire court order
- Any additional supporting documentation, like letters of appointment of guardianship or conservatorship
Once you give your documents to the branch, we’ll review and determine if we need anything additional.
We’ll contact you within 4 business days to schedule a follow-up appointment, if necessary.
If you can’t visit a branch:
You can mail your documentation to:
PNC Bank
Document Review
PO Box 609
Pittsburgh, PA 15230-0609
Mailstop: P7-PFSC-05-4
Medallion Signature Guarantee
A Medallion signature is used to guarantee signatures for the sale, transfer, assignment or redemption of a security. The Medallion signature guarantees that the person transferring the security is properly identified and authorized to make the transaction.
- Your photo ID
- The account number
- All the pages of the form that requires a Medallion Signature Guarantee. The form should be completed but NOT signed. If there are 5 pages, all 5 must be presented, not just the one requiring a stamp. It also must include your name; if multiple people are named, all of them must be present and must be PNC clients.
- The most recent Fair Market Value documentation (one of the following):
- Quarterly, monthly or annual statement
- Direct registration statement
- Securities transaction document
This service is only offered in person.
Call ahead to schedule an appointment, so we can be sure there’s someone available at your branch who is authorized to provide a Medallion signature. We’ll also help you understand if there’s any additional paperwork you need to bring.
The documentation is often complex and takes time to review. Make sure you have the proper documents and they’re complete but NOT signed and accurate, so your request can be completed in a timely manner.
- Securities
- Stock certificates
- U.S. savings bonds
- PNC Investments' One and the Same Letter
- Mutual funds
- Unit investment trusts
- Owner registration changes (e.g., adding a spouse, changing a beneficiary name included in the account title)
PNC provides Medallion services for PNC clients only (defined as an owner on an active PNC deposit account (checking, savings or money market) or an active non-deposit account including a business or consumer Certificate of Deposit (CD), Individual Retirement Account (IRA), loan, PNC credit card, investment account or safe deposit/express storage box)
Notary Services
A Notary Public is an official who serves as an unbiased witness when important documents are signed. They’re appointed by state government and they have a duty to screen signers to verify their identity, willingness to sign without force or intimidation, and their awareness of what they’re signing.
- Your photo ID
- The account number
- The entire completed form or letter that requires the notary stamp with your name. If there are 5 pages, all 5 must be presented, not just the one requiring a notary stamp. If multiple people are named, all of them must be present and must be PNC clients. Photo IDs will need to be provided to the branch.
This service is only offered in person.
Call ahead to schedule an appointment, so we can be sure there’s someone available at your branch who is authorized as a notary.
- PNC mortgage or loan documents
- Acknowledgements (corporate or individual)
- Affidavits
- PNC Power of Attorney (POA) documents
- Authorization letters for estates or trusts
- Electronic Federal Tax Payment System (EFTPS) Authorized Account User Verification Form
- Letter of authorization or consent/school permission slips
- Affidavits or certifications about photographs
- Car titles
Frequently Asked Questions
Related Resources
Spend
What Is a Bank Routing Number (and Where Can You Find It)?
Read on to find out exactly what a routing number is, what it's used for, and how to find one with and without a check.
Living Well
Estate and Financial Planning for Young Families
Creating an estate plan can protect your family’s finances. Learn why it is important for young families to get an early start on estate planning.
Transferring Family Wealth
Avoiding the What Ifs: Creating an Updated Estate Plan
Stress caused by uncertainty is more prevalent than ever. Considering "what if" scenarios can help provide comfort in being prepared.