Home
Forms Library
Adding A Joint Owner Instructions & Authorization Form

Adding A Joint Owner Instructions & Authorization Form 2026

Adding A Joint Owner Instructions & Authorization Form Preview on Page 1

See details

4.2 out of 5

56 votes

The document provides instructions for adding a joint owner to a Discover Checking, Money Market, Savings, or non-IRA CD Account. It outlines the necessary steps, including completing the Add a Joint Owner Authorization Form and submitting it via secure upload, mail, or fax. Both the accountholder and the joint owner must sign the form. The document also emphasizes that joint accounts are established with right of survivorship and includes important identification requirements for account holders.

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 Adding A Joint Owner Instructions & Authorization Form

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin with Section A, where you will enter the Accountholder's required information. Ensure that all details match what is on file, including the last name, first name, account number, and address.
Proceed to Section B to provide the Joint Owner's information. Fill in their last name, first name, date of birth, Social Security Number, and contact details. Remember to check their citizenship status.
In Section C, the Accountholder must sign and date the authorization. This confirms your request to add a Joint Owner with rights to the account.
Finally, in Section D, have the Joint Owner sign and date their authorization. This step is crucial for processing your request.
Once completed, submit the form via your preferred method: Secure Document Upload on our platform, by mail or fax as indicated.

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

be ready to get more