Get Discover Checking Add Joint Account Holder

Adding a joint account holder to your Discover Checking account can simplify financial management and enhance your banking experience. This guide provides clear, step-by-step instructions on how to complete the Discover Checking Add Joint Account Holder form online.

Follow the steps to fill out the form correctly

1. Click ‘Get Form’ button to obtain the form and open it in the editor. This is your first action to access the necessary authorization form.
2. Complete Section A, which requires the Accountholder's information. Ensure to provide your last name, first name, middle initial, account number, street address, city, state, and zip code. This information should match what Discover has on file.
3. Move to Section B, where you will enter the required information for the Joint Owner. This includes their last name, first name, middle initial, date of birth, social security number, mother's maiden name, email address, and street address, along with their city, state, zip code, and citizenship status.
4. Continue filling out Section B by providing the Joint Owner's primary and alternative phone numbers, their occupation, employer, and employment status. This detailed information is critical for verification purposes.
5. In Section C, the Accountholder must sign to authorize the addition of the Joint Owner. Ensure to print the Accountholder's name, affix their signature, and include the date of signature.
6. Proceed to Section D for the Joint Owner's signature. They must print their name, sign, and date the authorization. Both signatures are mandatory for processing.
7. Once the form is completed, submit it using your preferred method: by secure document upload, by mail to Discover Bank, or by fax. Ensure that the submission is clear and legible.
8. After submission, keep an eye out for a notification from Discover confirming the processing of your request. You can also view changes by logging into your Discover account.
9. Remember, all joint accounts are established as joint tenancy with right of survivorship, meaning if one owner passes away, the remaining owner(s) retain the balance.

Act now and complete your document online to enhance your Discover Banking experience.