I am a court-apppointed guardian for my adult nephew Tim, who can't manage his own finances for reasons I don't need to go into. Last week I learned that a teller at the bank where I keep Tim's funds in a guardianship account told Tim the balance in the account. Tim has been after me since then to increase the allowance I give him each week for pocket money. It's a struggle keeping up with Tim's finances in addition to those of my own family, without having the bank give him information on his account.
Should the bank have provided my nephew this information? Is he entitled to it?
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If a court declared Tim incapable of handling his own affairs and appointed you guardian of his estate (assets), you -- not Tim -- are the bank's customer, and the only person other than the court entitled to information on the account.
The teller may have been confused, seeing Tim's name on the account. It's also possible that the bank should review its practices in this area.
You have a legitimate complaint. If you explain to the bank's manager how this information leak has caused you problems, and ask for help to make sure it doesn't happen again, the bank will determine whether its practices need to be changed or the teller reminded of the bank's policy.
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If a court declared Tim incapable of handling his own affairs and appointed you guardian of his estate (assets), you -- not Tim -- are the bank's customer, and the only person other than the court entitled to information on the account.