Document & Signature Services

• 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. 

• 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

• 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

• 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

• 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)

• 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.