Name(s) of WSFS Checking Account Authorized Signer - WSFS Bank 2025

Get Form
Name(s) of WSFS Checking Account Authorized Signer - WSFS Bank Preview on Page 1

Here's how it works

01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Name(s) of WSFS Checking Account Authorized Signer - WSFS Bank with our platform

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2
  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Name(s) of WSFS Checking Account Authorized Signer(s) in the designated field. Ensure that you provide accurate names as they appear on your account.
  3. Fill in the WSFS Account to be credited, along with the Social Security Number and Routing & Transit Number (ABA). Double-check these details for accuracy.
  4. In the section labeled 'Bank from which funds are transferred', input the Name of Institution, City and State, Routing & Transit Number (ABA), and Checking Account number. Remember to attach a voided check as required.
  5. For Monthly Transfer Information, specify the Amount to be transferred and select a Date of transfer. Choose between the 5th or 20th day of each month.
  6. Indicate the First month of transfer by circling your chosen month. Note that it takes 10 business days to set up the first transfer.
  7. Finally, sign in the Signature field, provide your Daytime Phone number and Email address before submitting your request via WSFS Drop Box or mail.

Start using our platform today for free to streamline your document editing and signing process!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States.
An authorized signer is a person who has been given permission by the accounts owner to access a bank account. They do not have any ownership of the funds in the account.
To add a Shared Access user using digital banking Online banking: Select Profile settings, choose Login preferences, then select Manage from the Shared Access tile. U.S. Bank Mobile App: Open the main menu and select Manage accounts, then choose My shared accounts. Select Add User.
One of the main differences between authorized user and joint account holder status is that account holders are financially responsible for charges made on the account, while authorized users are not.
Many banks will also allow you to add a co-owner to an already existing individual bank account. Typically, you will need to do this in person rather than online.
be ready to get more

Complete this form in 5 minutes or less

Get form

People also ask

Adding an authorized user to a bank account could be beneficial for individuals that might need extra help managing their finances. For example, an aging parent might add their adult child as an authorized user to a checking account to help manage their bills and other expenses.
Visit a branch together with the person or people youd like to provide authority to, and. Complete the Authority to Operate Third Party form (PDF).

Related links