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Get Intuit Account Personal Name Changedirect Deposit Principal Change Form
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How to fill out the Intuit Account Personal Name Change/Direct Deposit Principal Change Form online
This guide will assist you in completing the Intuit Account Personal Name Change/Direct Deposit Principal Change Form online. By following these simple steps, you can ensure that your personal or principal information is accurately updated.
Follow the steps to fill out the form effectively.
- Press the ‘Get Form’ button to access the form and open it in your preferred editor.
- In Section 1, provide the company information, including the Federal Employer Identification Number (EIN), customer account number, main business address, and main business phone number.
- In Section 2, indicate the type of change you are requesting. Select from either ‘Intuit account personal name change’ or ‘Direct deposit principal change’. If opting for a personal name change, complete the fields for old and new contact names and provide a reason for the change.
- If you are changing the principal for direct deposit, identify whether you are replacing an existing principal or adding a secondary principal. Fill in the details for the new principal or secondary principal, including first name, last name, Social Security number, date of birth, phone number, and email address where required.
- In Section 3, fill out your contact information including your email address and business phone number in case Intuit needs to reach you.
- In Section 4, provide your authorization by filling in your signature and the date. If applicable, have any existing principals also sign and provide their names and dates.
- Once you have completed the form, review all information for accuracy before saving. You can then save your changes, download, print, or share the completed form as needed.
Complete your documentation online today for a smooth and efficient process.
In QuickBooks Online (QBO), changing your principal officer involves accessing 'Account and Settings.' From there, navigate to the 'Company' tab to update the officer’s details. Don’t forget to file the Intuit Account Personal Name ChangeDirect Deposit Principal Change Form to ensure compliance with regulatory requirements.
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