AdditionDeletion of Joint Owner Form - Us Alliance - usalliance 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your member number at the top of the form. Ensure this is accurate for proper processing.
3. Decide whether you are adding or deleting a joint owner. If adding, print the new joint owner's name and provide their signature, Social Security Number, and Date of Birth.
4. If deleting a joint owner, print their name, include their signature, Social Security Number, and Date of Birth in the designated fields.
5. Indicate if you wish to issue a check card or if it will be canceled. Make sure all present owners sign at the bottom of the form.
6. Complete the notarization section by having a notary public witness your signature and provide their details.
7. Once completed, save your document and mail it to USAlliance Financial at the address provided on the form.

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