Get Form And Instructions - Frbservices.org - Frbservices

Filling out the Federal Reserve Bank Joint Custody Service via FedMail® Request Form can be straightforward with the right guidance. This guide provides you with step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the request form.

1. Press the ‘Get Form’ button to obtain the request form and open it in the appropriate application.
2. Fill in the required fields in Section 1, including your state or local government status, institution name, and telephone number. Be sure to input the joint custody account number(s) as listed on your statement.
3. In Section 2, provide more than one email address, if applicable, for email delivery of Joint Custody Daily Activity Statements and monthly Securities Holdings Reports.
4. Review the description in Section 3 to understand the services provided by the Joint Custody Service and how your information will be used.
5. Complete the authorized approval section in Section 4, including the name, signature, date, and telephone number of the individual authorized to act for your account.
6. After ensuring all fields are completed accurately, save your changes, download a copy of the form, print it, or share as needed.

Complete your Joint Custody Service Request Form online today for efficient processing!