Get Occ Customer Complaint Form

The OCC Customer Complaint Form is a necessary document for individuals wishing to file a complaint regarding their financial institution. This guide will provide detailed, step-by-step instructions on how to fill out the form online, ensuring you have all the information needed to effectively communicate your concerns.

Follow the steps to complete the OCC Customer Complaint Form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by filling out your personal information. Provide your name, address, phone number, and email address. Indicate the best way and time to contact you.
3. Complete the representative contact information section if you want your attorney or legal representative to be involved. Include their name, address, and contact details.
4. In the financial institution or company information section, enter the details of the financial entity that is the subject of your complaint. This includes their name, address, and type of account(s) involved.
5. Answer the question about whether you have attempted to resolve the complaint with your financial institution. If yes, provide the details of your attempts.
6. Outline your complaint in detail. Describe the events in chronological order, including names and dates. Be concise, while ensuring clarity without disclosing confidential information.
7. Read through the privacy act statement and affirm that the information you have provided is accurate by checking the certification box.
8. Sign the form and date it to confirm your submission. Ensure all required fields are completed before submission.
9. After completing the form, save your changes. You may also choose to download, print, or share the form as necessary.

Complete your OCC Customer Complaint Form online today to ensure your concerns are heard.