About 3 years ago, my Dad had to be placed in a Dementia Facility. For the first year and a half he paid out of pocket for his care, until he spent down to $2,000.00, at which point he became Medicaid eligible. Dad passed away 8/26/2021. The Joint bank account total as of today (1/21/2022) is currently at about $2300.00. As a Joint account holder, can I lawfully, withdraw the funds and close the bank account?
Can you close the acct, ask the bank. It depends how it was set up. I was added on as a joint holder. Mom only had $185 left so I had no problem closing it out. Her PNA acct I had to get a short certificate from Probate and give the NH a death certificate. I got a check to weeks later.