Form online 2026

1. Click ‘Get Form’ to open the ET-2815 form in our editor.
2. Begin by filling out the 'Information About You' section. Enter your full name, birth date, and either your SSN or ETF ID. If you are a beneficiary, include the original participant’s SSN or ETF ID.
3. Proceed to the 'Address' section. Input your current or new mailing address, including city, state, and ZIP code. If this is an address change, check the appropriate box and provide your previous address details.
4. If applicable, complete the 'Name Change' section by entering your previous name and the new name you wish to adopt.
5. In the 'Contact Information' area, provide your primary and alternate phone numbers along with your email address for communication purposes.
6. Finally, sign in the 'Authorization' section to authorize ETF to update your account with the provided information. Don’t forget to enter today’s date.
7. Once completed, mail or fax the form to ETF as instructed at the bottom of the document.

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