Get Account Maintenance Form

Filling out the Account Maintenance Form online is a straightforward process that allows users to manage their account information efficiently. This guide provides clear, step-by-step instructions to help you navigate each section of the form seamlessly.

Follow the steps to complete your Account Maintenance Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your online editor.
2. Begin by entering your account name in the designated fields: 'Last', 'First', and 'M.I.'. Make sure to fill in all necessary information accurately.
3. Input the date and account code in the relevant fields to ensure proper identification of your account.
4. In the account information section, provide your full name, marital status, and address. Choose one of the address options—present, permanent, or mailing—and fill in the corresponding details.
5. Next, enter your phone numbers by selecting the appropriate type (home, business, or mobile) and filling out the corresponding fields.
6. For settlement instructions, select your preferred option (deliver/pick-up or deposit) and provide any additional needed information, such as the bank branch name or full bank account name.
7. If you wish to close your account or update the specimen signature card, mark the relevant checkboxes and provide the necessary details.
8. Indicate the method of document instruction delivery (deliver/pick-up, mail, or email), and fill in the required address or email information.
9. Authorize individuals to receive various documents by listing their names and signing in the designated 'specimen signature' section.
10. Finally, review the form for accuracy, provide your signature, and include the required identification copies. Once completed, you can save any changes, download, print, or share the form as needed.

Complete your Account Maintenance Form online today to manage your account effectively.