Get SBTPG 13P Acct Info Change 2013-2024

Address or Account Info Change Request Form Primary Taxpayer Print Form Customer ID or SSN RLR Secondary Taxpayer ID can be obtained via sbtpg. By signing below I do hereby attest that the completion of this form is an official request for a change to the personal address or the bank account information for the individual s noted above and that I am legally authorized to request the above noted change. I also agree and understand that Santa Barbara Tax Products Group may deny my request. I understand that it may take from 24 to 72 hours to process my request once all documents are received and I agree that SBTPG and its bank partner will not be liable for any costs due to delays in processing this request. com Address on Tax Return Please Complete the applicable section or sections PROCEDURES CHECKLIST FOR ADDRESS CHANGE 1. Please input the new address and/or new email below Street Address City State Zip Email 2. Please obtain the following documents for each taxpayer noted above An unexpired government-issued picture ID Driver s License is preferred. Your Social Security card s. Official mail reflecting your new residency bill rental agreement etc. 3. Please FAX ALL Documents this form ID SS card to 858-430-2795. 4. Please select the box indicating how you would like to receive your check Mail me the check Send to my Tax Preparer Routing Transit Number Account Number Please see example for assistance in identifying the numbers to be used above. Please mark the box indicating the new account type Savings Account Checking Account An official bank document reflecting proof of the new bank account info A voided check OR a direct deposit slip with your name pre-populated on it OR a bank account statement OR a letter from your bank. By signing below I do hereby attest that the completion of this form is an official request for a change to the personal address or the bank account information for the individual s noted above and that I am legally authorized to request the above noted change. I also agree and understand that Santa Barbara Tax Products Group may deny my request. I understand that it may take from 24 to 72 hours to process my request once all documents are received and I agree that SBTPG and its bank partner will not be liable for any costs due to delays in processing this request. Santa Barbara Tax Products Group 800-901-6663 13P Acct Info Change Form 01-14-13 Date www. sbtpg. com. com Address on Tax Return Please Complete the applicable section or sections PROCEDURES CHECKLIST FOR ADDRESS CHANGE 1. Please input the new address and/or new email below Street Address City State Zip Email 2. Please obtain the following documents for each taxpayer noted above An unexpired government-issued picture ID Driver s License is preferred. Please input the new address and/or new email below Street Address City State Zip Email 2. Please obtain the following documents for each taxpayer noted above An unexpired government-issued picture ID Driver s License is preferred. Your Social Security card s. Official mail reflecting your new residency bill rental agreement etc. .