Get Change Of Name And Or Address Form - New Windsor State Bank

This guide provides clear and comprehensive instructions on how to fill out the Change Of Name And Or Address Form for New Windsor State Bank online. Whether you are changing your name or updating your address, following these steps will ensure a smooth process.

Follow the steps to complete the form online.

1. Click the ‘Get Form’ button to obtain the form and access it in the appropriate online editor.
2. Begin by entering your current name in the designated field. This allows the bank to identify your existing account.
3. Next, provide your new name in the 'New Name' field. Ensure that the name is clearly written to avoid confusion.
4. Fill in your old address in the section labeled 'Old Address'. Include the street or PO Box, city, state, and zip code.
5. In the 'New Mailing Address' section, enter your new mailing address, including street or PO Box, city, state, and zip code.
6. Input your new street address in the appropriate field, if different from your mailing address.
7. Provide your new phone numbers, ensuring they are accurate so the bank can contact you if needed.
8. Enter your email address. This will facilitate electronic communication regarding your account.
9. Complete the 'Tax ID Number' field as required for identification purposes.
10. Sign the form in the designated area, confirming your request to change your name or address.
11. Include the date of your signature to provide a clear record of when the change was requested.
12. List your account numbers in the provided space to specify which accounts are affected by the change.
13. Indicate how you are requesting the change by selecting either email, fax, or in person.
14. Once all fields are completed, review the information for accuracy.
15. You can now save changes, download the completed form, print it out, or share it as necessary.

Complete your Change Of Name And Or Address Form online today to ensure your account information is up to date.