Designate who can access your account

Your health and benefit accounts provide you with secure access to your information and funds, but you may have situations when you may need someone else to get account information and/or make transactions on your behalf. Designating an authorized representative for your account allows access only to those you name.

There are two different kinds of authorized representatives you can select for your account:

Authorized caller

When you designate an authorized caller, Bank of America can release your transaction history, claims activity, card details and statement information to the person you name. Contact Customer Care or complete the Authorized Caller Form.

Power of attorney

power of attorney can contact Customer Care to access your account information and make transactions on your behalf. To designate a power of attorney, complete and mail or fax the Power of Attorney Form.

Both forms can be found on the member website: Select “Tools & Support” > “Account Support & Forms.”