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Click ‘Get Form’ to open it in the editor.
Begin by entering the previous DWS numbers and federal IDs for each participant. Ensure all fields are filled accurately as this information is crucial for establishing the joint account.
Fill in the effective dates and ownership codes for each owner. Select the appropriate ownership code from the provided list, which includes options like Corporation, Partnership, and Individual.
Input the business name, contact information, physical location, and mailing address. Double-check that all addresses are complete with city, state, and ZIP code.
List all owners' names along with their titles and social security numbers. This section is vital for identifying all parties involved in the joint account.
Review the requirements outlined at the end of the form. Acknowledge your understanding by signing where indicated.

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