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01. Edit your coogan account online
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02. Sign it in a few clicks
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How to use or fill out coogan account with our platform
- Click ‘Get Form’ to open the coogan account document in the editor.
- Begin by entering the minor’s employer's details, including the address, city, state, and zip code in the designated fields.
- Fill in the beneficiary's name (the minor) and the name of the account under 'Blocked Trust Account' section.
- Provide the trustee's name (parent/guardian) and select the financial institution where the account is held.
- Complete the financial institution's address and phone number fields, along with the account number.
- Sign and date at the bottom of the form to declare that all information is true and correct.
- For deposit instructions, enter details about initial deposits, including financial institution name, branch, address, phone number, account number, and routing number.
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