1149 authorization form-2026

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  1. Click ‘Get Form’ to open the 1149 authorization form in the editor.
  2. In the 'TO' section, enter the name of the bank and its address, including street, city, state, and zip code.
  3. If applicable, fill in the contact person's name and title in the 'ATTN' section along with their phone number.
  4. In the 'FROM' section, provide your full name or your company's name along with your address and phone number.
  5. Next, in the authorization statement, write the name of the account holder or authorized signer who is granting permission.
  6. Fill in the bank's name again where indicated to specify which institution is being authorized.
  7. Complete the statement detailing what information is being authorized for release to ensure clarity.
  8. Finally, sign and date the form at the bottom. Include your title if relevant.

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