The form 5396-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling in your name or names if it's a joint account, along with your mailing address, city, state, and ZIP code. Ensure all information is printed clearly.
  3. Provide your telephone number and email address. If applicable, include your Employer Identification Number or Social Security Number.
  4. Enter your Depositor’s Account Number and select the type of account (Checking or Savings). Also, input the Bank Routing Number and Bank Phone Number.
  5. For joint accounts, only the individual whose Taxpayer Identification Number is listed should sign the form. Make sure to date your signature.
  6. Review all entered information for accuracy before submitting. Once completed, send the signed form to the specified address for processing.

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2020 4.9 Satisfied (24 Votes)
2019 4.2 Satisfied (37 Votes)
2017 4.4 Satisfied (53 Votes)
2016 4.3 Satisfied (161 Votes)
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