Get Sbtpg 13p Acct Info Change 2013-2025

The SBTPG 13P Acct Info Change form is essential for individuals wishing to update their personal address or bank account information with Santa Barbara Tax Products Group. This guide provides clear, step-by-step instructions to help users navigate the online process with ease.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Input the customer ID or Social Security Number of the primary taxpayer in the designated field.
3. Enter the address on the tax return, if applicable.
4. Follow the procedures checklist for the address change by inputting the new address, city, state, zip code, and email address.
5. Gather the required documents: an unexpired government-issued picture ID, Social Security card(s), and official mail reflecting the new residency.
6. Fax all documents including the completed form, ID, and Social Security card to 858-430-2795.
7. Select how you would like to receive your check by marking the appropriate box: 'Mail me the check' or 'Send to my Tax Preparer.'
8. If you are changing your bank account information, input the new Routing Transit Number and Account Number.
9. Indicate the type of bank account by marking the appropriate box: Savings Account or Checking Account.
10. Gather the necessary documents for the bank account change: government-issued ID, Social Security card(s), and an official bank document reflecting the new bank account info.
11. Fax all documents including the completed form, ID, Social Security card, and proof of account to 858-430-2795.
12. Sign the form for both primary and secondary taxpayers, confirming the request for a change.
13. Review your entries for accuracy before submitting.
14. Save changes, download, print, or share the form as needed.

Complete your form online today to ensure your information is up-to-date.