Hi. I got a letter from chase bank telling me to go to a branch to veryfy some sensitive information about my trust account, like, am i living, is my trust account revocable, trustees, etc. Well, as all of you know who have trust accounts, we had to give them copies of parts of the trust to open a trust account.
So, I didn't like this letter, and was thinking....did they get hacked and lose my trust papers, or what? I went to a branch (cause we all need another errand, right?). I let the really nice young lady who helped me know that I needed to know if they had been hacked, or why they had called me in to regive information they already had. She said it wasn't the branch's requirement, but they had to collect information and enter it. I asked her to see if the old information was still there, and it was.
She looked at my driver's license, and then asked for a credit card with my name on it. At first I showed it to her, then I thought again, and said: are you going to type the number in? She said "just the last 4 digits". I said, "that is a bit invasive".
So, she hesitated and then said that she could just use a bank statement, and could look that up.
So, if you have a chase trust account, and if you, like me, don't like your credit card digits being typed into a bank, just hold on and they will just use statements you already have there. Hope this helps those of you that don't want everything all linked together from this and that place.
