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Account transfer form 2026
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- Click ‘Get Form’ to open the account transfer form in the editor.
- Begin by entering your Current Account Number and Current Account Holder Name (Transferor) in the designated fields. If applicable, include the Current Co-applicant Name.
- Fill in the Applicant Name (Transferee) and Co-applicant Name. Ensure all names are spelled correctly to avoid processing delays.
- Review the Transferor Terms and Conditions carefully. By signing, you acknowledge understanding of the policy regarding account transfers.
- Sign in the Signature of Transferor field and, if applicable, have your Co-applicant Transferor sign as well.
- Next, review and complete the Transferee Terms and Conditions. The Transferee must also sign in their designated area.
- If you wish to keep your Wellness Advocate number, complete the Ownership Form Change section on page two, ensuring all signatures are provided.
- Finally, submit your completed form for approval by a dōTERRA Representative.
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