Get Intuit Account Principal Change Form

Filling out the Intuit Account Principal Change Form online can be straightforward with the right guidance. This user-friendly guide will walk you through each section and field of the form, ensuring you have all the necessary information to complete the process accurately.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, enter your company information. Provide your Federal Employer Identification Number (EIN), customer account number, main business address, and main business phone number.
3. In Section 2, select the type of change you are making: either an Intuit account personal name change or a direct deposit principal change. For a personal name change, fill in the old and new contact names and state the reason for the change. If you are making a direct deposit principal change, ensure you provide the required documents as specified.
4. If you are replacing an existing principal, enter the new principal's first name, last name, phone number, and email address. If adding a secondary principal, provide their corresponding details.
5. In Section 3, include your contact information in case Intuit needs to reach you. Provide your email address and business phone number.
6. In Section 4, authorize the changes by providing the appropriate signatures. Ensure that signatures match the names listed. For personal name changes, include your new personal name and the date. For direct deposit principal changes, include signatures and names of all principals involved along with the dates.
7. After completing the form, review all entries for accuracy. Once confirmed, save changes, download the completed form, and print or share it as needed.

Complete your Intuit Account Principal Change Form online today to ensure your account reflects the most current information.