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    Sunstate Bank

    4.5 (2 reviews)
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    Services - Sunstate Bank

    Personal banking

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    9 years ago

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    Chase Bank

    Chase Bank

    (20 reviews)

    Subject: Complaint Regarding Proof of Address Requirements…read more Dear [Branch Manager / Chase Customer Service], I am writing to formally express my concern regarding my recent attempt to add my wife to my Chase account. Prior to visiting the branch, I contacted Chase customer service by phone and was informed that my wife only needed two valid IDs to be added as a joint account holder. Based on this guidance, we gathered and presented the following documents at the branch: * Her Social Security card and Social Security letter with our current address * Her Permanent Resident (Green) Card * Tax return documents with our address * Our marriage certificate Despite presenting these official government-issued documents, the banker refused to add her to the account, insisting instead on a utility bill under her name. I explained that this is not possible, as utility accounts are issued only under one person's name. When I offered to provide a signed lease agreement as additional proof of residency, I was told this was not acceptable either. This contradicts both Chase's initial phone guidance and the general acceptance of government-issued documents (e.g., USCIS, SSA, tax documents, etc.) as valid proof of address. I respectfully request: 1. Clarification of Chase's official policy on proof of address for joint account holders. 2. A review of why my wife's government-issued documents were rejected. 3. A resolution that allows compliance with federal banking regulations without requiring an unnecessary utility bill in her name. I value my relationship with Chase and hope this matter can be resolved fairly and promptly. Sincerely,

    Quick, clean, easy and super helpful. They have a chase private client, ATMs, and lolipops! Great…read morelocation in downtown

    Sunstate Bank - banks - Updated May 2026

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