Get Addreplace Existing Banking Instructions

Filling out the Add/Replace Existing Banking Instructions form online is a straightforward process that allows users to add new banking information or update existing instructions. This guide provides step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to successfully complete your form.

1. Click the ‘Get Form’ button to access the form and open it in your editor.
2. Provide your investor information in the required fields. Fill in your first name, middle initial, last name, street address, city, state, and zip code. If your mailing address is different, include that information as well.
3. Enter your email address, fund name or number, and full account number. If you have additional funds with the same account number, list them in the provided fields.
4. Select whether you are adding new banking instructions or replacing existing ones. If replacing, indicate the previous bank name.
5. Attach a voided check for your bank account using tape instead of staples. Enter the bank's name, branch, phone number, ABA routing number, and account number. Specify the type of account (checking or savings).
6. Authorize the Funds to act upon telephone instructions for investments or withdrawals by selecting the appropriate options.
7. Review the agreement regarding liabilities and responsibilities. Ensure you fully understand the terms outlined in this section.
8. Sign the form, including any titles such as Executor or Trustee if applicable. Provide your daytime phone number.
9. If there is a co-owner or co-trustee, they must sign the form as well and provide a daytime phone number.
10. Mail the completed form to the provided addresses for regular or overnight delivery.

Complete your form online today to manage your banking instructions effectively.