Authorized Contacts
Helping Protect Vulnerable Adult Customers
At Bank of Wisconsin Dells, we care about the safety and well-being of all our customers, especially those who may be more vulnerable to financial exploitation. To provide added protection, we offer the option for a customer to designate Authorized Contacts.
What Is an Authorized Contact?
An Authorized Contact is a trusted person the customer chooses. If we ever have reasonable cause to believe that a vulnerable adult customer may be the victim or target of financial exploitation, we may reach out to someone on this list to help ensure the customer’s safety.
Being an Authorized Contact DOES NOT give someone:
- Access to the account
- Ownership or control of funds
- Power of Attorney or legal authority
It simply gives the bank permission to contact a verified, trusted person if we are concerned about the customer’s financial well-being.
Who the Bank May Contact
If we suspect financial exploitation, we may contact:
- Anyone the customer has listed as an Authorized Contact
- A co-owner, authorized signer, or beneficiary on the account
- A known family member such as a parent, spouse, adult child, or sibling
The bank will not contact someone if we believe that person may be involved in the exploitation.
Setting Up an Authorized Contact List
Customers can provide:
- The contact person’s name
- Their relationship to the customer
- Phone number or other contact information
This list can be updated at any time by speaking with a Personal Banker at any BWD branch or by calling 608-253-1111.
You can download the Authorized Contact Form here: Authorized Contact Form
We Are Here to Help
If you would like to add Authorized Contacts to your account, or if you have questions about the process, our Personal Bankers are ready to assist you.
Bank of Wisconsin Dells remains committed to protecting our customers and supporting them through every stage of life.
