Get Form 151 - Penfed - Penfed

Filling out the Form 151 - PenFed is a crucial step for users seeking to open or manage a custodial checking account with the Pentagon Federal Credit Union. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the Form 151 - PenFed online.

1. Click ‘Get Form’ button to access the form and open it for completion.
2. In the first section, provide the minor's information, including their full name, date of birth, social security number, mailing address, physical address (if different), day phone, evening phone, cell phone, and email address. Ensure all fields are completed accurately.
3. For the opening deposit section, indicate your funding method. Choose whether you are enclosing a check, will fund via direct deposit, or wish to transfer a specific amount from your existing PenFed account.
4. In the debit card / check order section, specify if you would like to order checks and whether you want a debit card for yourself or another custodian.
5. The ownership designation portion includes a declaration that you have read and agree to the account agreements. Fill in the custodian names, social security numbers, dates of birth, physical addresses, and signatures. Ensure the certifications regarding taxpayer information and backup withholding status are completed correctly.
6. Finally, the minor may need to sign the form alongside the custodian. After all sections are filled out and verified, look for options to save changes, download, or print the completed form for submission.

Complete your Form 151 - PenFed online today to manage your custodial checking account with ease.