A trusted contact is an individual age 18 or older who is identified by you as someone we're able to contact about your account for any of the following reasons:
- To address suspicious financial activity on your account
- To confirm specifics of your current contact information
- To confirm your health status
- To confirm the identity of any legal guardian, executor, trustee or holder of a power of attorneypower of attorneypower of attorney.
A trusted contact is not able to see your balances, gather any information about you, conduct transactions on your behalf or make changes to your account (unlike an account co-owner, who is able to conduct transactions such as deposits and withdrawals).
Designating a trusted contact is easy
Bank of America is the first major bank to allow clients to designate a trusted contact. Simply schedule an appointment to start your request with a financial center associate. Be sure to bring your government-issued photo ID plus contact information (name, address, phone number and email) for the person you want to designate as your trusted contact.