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Get Dcu Change Name Andor Add Joint Owner To Existing Account Form
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How to fill out the Dcu Change Name Andor Add Joint Owner To Existing Account Form online
Completing the Dcu Change Name Andor Add Joint Owner To Existing Account Form online is a straightforward process that enables you to update your account information efficiently. This guide provides clear, step-by-step instructions to help you navigate the form and ensure your request is processed smoothly.
Follow the steps to fill out the form accurately online.
- Click the ‘Get Form’ button to obtain the form and open it in the online editor.
- Begin by filling out the prime owner's name, member number, and Social Security Number (SSN) in the designated fields.
- If you are changing a name, indicate whether it is the prime owner’s name or the joint owner’s name. Provide the prior name and the new name in the appropriate fields.
- Ensure to attach two forms of verification if changing a name. One of these must be an updated SSN or ITIN card.
- If you are adding a joint owner, fill out the legal name, date of birth, phone number, and residential address fields for each joint owner you wish to add.
- Provide the required identification for the new joint owner, ensuring one form includes a photo and the other reflects the current residential address.
- Review all entered information for accuracy and completeness, ensuring that all required fields are filled and forms are signed where indicated.
- Finally, save your changes, then choose to download, print, or share the completed form as needed.
Start completing your form online today to ensure your changes are processed quickly.
Opening a joint account is as simple as opening up a single account. Both parties should be present at the bank when the account is open—whether that's a deposit account or another product like a mortgage or loan. For credit cards, adding a secondary or authorized user is akin to opening a joint account.
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