Get Org Form 151 - Penfed

Filling out the ORG Form 151 - Penfed online can seem daunting, but with clear instructions, you can complete it efficiently. This guide provides step-by-step details to help you navigate the form with ease.

Follow the steps to successfully complete the ORG Form 151 - Penfed.

1. Click ‘Get Form’ button to access the form and open it in the online editor.
2. In the Organization Information section, enter the full legal name of the organization, the Tax Identification Number (TIN), and the email address. Ensure accuracy for smooth processing.
3. Provide the mailing address, including street, city, state, and zip code. Also, include both the day and evening phone numbers for contact purposes.
4. For the Physical Address section, enter the organization's physical address in the same format as previous entries.
5. In the Opening Deposit section, indicate the funds enclosed with the application using a check or money order, or specify the amount to transfer from an existing PenFed account.
6. To avoid monthly service charges, confirm your intent to fund the account with a minimum monthly direct deposit of $500, if applicable.
7. Fill in the ABA routing number provided: 2560-78446 for the checking account processing.
8. Specify any joint owners to be printed on the checks, if desired, ensuring their names match those designated on this form.
9. Indicate whether you would like a Check Card or ATM Card, and list the authorized signers for the organization requesting these cards.
10. Complete the Ownership section with full legal names, social security numbers, birth dates, and physical addresses of all signers. Each signer must provide their signature.
11. Review and acknowledge all agreements, signing in the designated Signature section to certify your acceptance of the terms.
12. Finalize your application by saving any changes made. You can then download, print, or share the completed form as needed.

Get started with your document completion online today!