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Domicile issues with financial institutions


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20 hours ago, Traveling Eric said:

Hi, I was just wondering if anyone has any updates on this topic. The last post was in 2019.  I plan to use Escapees in TX as my domicile starting in January, and I'm really concerned about having problem with my credit cards, banks, and brokerages.  I'll be traveling overseas so trying to resolve issues could be problematic to say the least.

Can anyone recommend a particular credit card company, etc. that doesn't have these issues?

I can try using a friend's brick and mortar address, but the whole idea of using a PMB was to not have to trouble a friend.  So it's frustrating, to say the least!

Thanks in advance!

Eric

It depends on your financial institution's interpretation of the Patriot Act. If they will not accept the PMB address, most will allow you to use the physical address of an immediate family member as the address for the account and use the PMB address as a mailing address.

Any questions you have can be sent to Clubbusiness@escapees.com and we will be happy to help you!

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We had our accounts and brokerage with Wells Fargo before we retired and went full-time with the Escapees address.  We switched over to the Livingston address and no one questioned it.  Bank, brokerage, insurance, driver license and carry license all accepted the new address without question.

Ken

Amateur radio operator, 2023 Cougar 22MLS, 2022 F150 Lariat 4x4 Off Road, Sport trim <br />Travel with 1 miniature schnauzer, 1 standard schnauzer and one African Gray parrot

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8 hours ago, TXiceman said:

We had our accounts and brokerage with Wells Fargo before we retired and went full-time with the Escapees address.  We switched over to the Livingston address and no one questioned it.  Bank, brokerage, insurance, driver license and carry license all accepted the new address without question.

Ken

New accounts are treated differently from old accounts where you are just changing your address.

Linda

Blog: http://sandcastle.sandsys.org/

Former Rigs: Liesure Travel van, Winnebago View 24H, Winnebago Journey 34Y, Sportsmobile Sprinter conversion van

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8 hours ago, sandsys said:

New accounts are treated differently from old accounts where you are just changing your address.

Linda

Then it looks like the trick is to get everything set up before you go full time.

Ken

Amateur radio operator, 2023 Cougar 22MLS, 2022 F150 Lariat 4x4 Off Road, Sport trim <br />Travel with 1 miniature schnauzer, 1 standard schnauzer and one African Gray parrot

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