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How to use or fill out ReferenceWhat Is The Difference Between a Joint Owner vs Adding a POD Designation to a Joint Account
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Click ‘Get Form’ to open it in the editor.
Begin by entering the Primary Owner's Name and Account Number(s) in the designated fields. Ensure all information is accurate as this is crucial for account verification.
For adding a Joint Owner, fill in their name, date of birth, and Social Security Number. Remember that the Joint Owner must be at least 18 years old.
Provide the residential address and contact details for the new Joint Owner. This includes home phone, cell phone, and email address.
Complete the citizenship section by selecting either U.S. or Non-U.S., and provide any necessary identification as required.
Both Joint Owners must sign and date the form at the bottom to authorize their addition to the account.
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