Get Customer Authorization Form - Bankersonline.com

Filling out the Customer Authorization Form is a straightforward process that allows users to authorize the release of their financial records. This guide will walk you through each step, ensuring you provide the necessary information accurately.

Follow the steps to complete the Customer Authorization Form effectively.

1. Click the ‘Get Form’ button to access the form and open it for editing.
2. In the first section, enter your name in the designated space where it prompts for ‘name of customer’. Ensure it matches your official documents for accurate identification.
3. Review the attached explanation of your rights, as mentioned in the form. Familiarize yourself with Section 3410 of the Right to Financial Privacy Act before proceeding.
4. Next, fill in the ‘Name and Address of Financial Institution’ section. Provide the complete name and address of the financial institution that you authorize to disclose the records.
5. In the section for ‘Names of Government Authorities Allowed Access’, list the names of the authorities that you permit to access your financial information.
6. For the ‘Purpose(s)’ section, clearly articulate the reason for granting this authorization. You may write multiple purposes if applicable.
7. Sign the form in the designated space to validate your authorization. Make sure your signature is consistent with your legal documents.
8. Finally, provide your address in the section indicated for the ‘Address of Customer’. Ensure this is your current address for communication purposes.
9. Once you have completed all sections, you may save changes, download, print, or share the form as needed.

Take a moment to complete your Customer Authorization Form online for efficient processing.