Get Personal Account Information Sheet

This guide provides a thorough walkthrough for completing the Personal Account Information Sheet online. By following these steps, you will ensure that all necessary information is accurately filled out, facilitating a streamlined process.

Follow the steps to successfully complete the form.

1. Press the 'Get Form' button to access the Personal Account Information Sheet and open it in the online editor.
2. Fill in the date at the top of the form where indicated. Ensure you enter the current date to maintain accuracy.
3. In the 'Primary Account Name' field, provide your full legal name as it appears on your identification documents.
4. Enter your mother's maiden name in the appropriate field; this is often used as a security question.
5. Input your home and work phone numbers clearly in their respective fields. Make sure to include the area code.
6. Fill in your Social Security Number (SSN) accurately. Double-check the number to prevent errors.
7. Include your fax number, if applicable, or leave it blank if you do not use this service.
8. Enter your email address in the designated field for communication purposes.
9. Provide your residential address in the address field. If your mailing address is different, ensure this is clearly stated in the mailing address section.
10. For additional authorized signer information, repeat steps 3 through 9 for each secondary account name and their respective details.
11. Select the type of account you are opening by marking the appropriate box (e.g., Individual, Joint with Survivorship, etc.).
12. Indicate the type of account services you would like to request from the additional products section.
13. Fill in the 'Referred by/Account Officer' field if applicable.
14. When you have completed all sections, review your entries for accuracy. Save your changes, then you may download, print, or share the completed form as needed.

Complete your Personal Account Information Sheet online to ensure your account setup is processed efficiently.