Get Modify Personal Online Banking Account Form

The Modify Personal Online Banking Account Form is designed to help users manage their personal, trustee, and custodial accounts effectively. This guide will walk you through each section of the form to ensure you complete it accurately and efficiently.

Follow the steps to fill out the Modify Personal Online Banking Account Form online:

1. Press the ‘Get Form’ button to access the form and open it in your selected editor.
2. In the ‘General Information’ section, provide your name in the spaces provided for first name, middle initial, and last name.
3. Fill out your Online Banking ID and email address in the designated fields.
4. Provide your daytime and evening phone numbers to ensure the bank can contact you if necessary.
5. In the ‘Modify Online Accounts View/Transfer’ section, list any accounts you wish to add for viewing and transfer capability. Note that some account types, such as Passbook Savings accounts, cannot be accessed online.
6. If you need to remove any accounts from your online profile, indicate those accounts clearly in the provided space.
7. Navigate to the ‘Modify/Add Bill Payment Account’ section. Here, specify which checking accounts you would like to activate for online bill payment. Be aware that savings and loan accounts cannot be designated.
8. If applicable, check the option to close your Online Bill Payment account.
9. Sign the form with your signature and enter the date at the bottom of the form.
10. After completing all fields, save the document, and consider printing or downloading a copy for your records. You may then fax it to (202)-546-2744 or mail it to the address listed on the form.

Complete your Modify Personal Online Banking Account Form online today!