You will need to provide your information to establish an account with Quorum.
You will need to provide the Executor's information to establish an account for them.
Be prepared to upload the REQUIRED documents during this process. You will not be able to complete this application without the following:
When you place a security freeze, we cannot access your credit report. This prevents us approving and opening an estate account in your name. To let us access your credit files to create the estate account, you will need to lift your credit freeze temporarily.
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 opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you.
An Executor is nominated within the Will of a deceased person. An Administrator is appointed by a Court to manage or administer a decedent's estate if there is no will.
The attorney retained by the executor named in the will to initiate probate proceedings on their behalf.
Why do you need access to my credit report? Under the requirements of the Patriot Act, all banks must run an identity check on any new member. They use Customer Identification Programs (CIP) that compare your name, address, date of birth, and other information to the records on your credit report. This has no effect on your credit score. The CIP regulations require institutions to implement reasonable procedures for: Verifying the identity of any person seeking to open an account, to the extent reasonable and practical. Maintaining records of the information used to verify the person’s identity, including name, address, and other identifying information.