[Driller703]

Originally Posted by asianthree

Have filled out that form over 10 times. Still get mail for 6 people 4 deceased, 2 in memory care. Now I just use big red markers and write, dead can no longer read this mail, return to sender

Have a stamper made. Looks more official.

[Crazyladycruz]

I believe if the address is correct, it doesn’t matter the name.
…. In most cases

[PanamaKim]

Usually, you can search quite a few years back with most institutions. No need to file all those papers - it’s available online. I’ve never had to pay a fee.

[retiredguy123]

Originally Posted by Driller703

Have a stamper made. Looks more official.

Like those "URGENT OPEN IMMEDIATELY" stamps?

[MrFlorida]

Changed everything I could to electronic delivery, you can access it from anywhere, saves a lot of heartache.

[Oldragbagger]

Originally Posted by keepsake

I know folks that believe in 'no paper'. Whenever they can't find documents from years ago, they have to pay the bank or outfit to do research for them. No thanks. I will file the paper so I have what I need when I need it in the future.

You can always download a pdf copy of the statements when they come in the email and save them to your computer. No piles of paper to account for, easier to find when you need them, and you’re not dependent on the postal system to get them to you.