How to use or fill out U.S. Bank Add Joint Owner to Checking Account
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the Primary Account Holder's name as it appears on your account, followed by the U.S. Bank Premier Line Account Number. Ensure accuracy to avoid processing delays.
- Fill in the Social Security Number of the Primary Account Holder and provide details about annual income and monthly housing payment. Select whether you rent or own the property.
- Sign and date where indicated for the Primary Account Holder, confirming all information is correct.
- Proceed to the Secondary Account Holder section. Print their name, date of birth, and Social Security Number. Complete their physical address and phone numbers.
- Similar to the Primary Account Holder, fill in annual income and monthly housing payment for the Secondary Account Holder, indicating if they rent or own.
- The Secondary Account Holder must sign and date the form, acknowledging their liability on the account.
- Finally, fax or mail your completed form to U.S. Bank using the provided contact information.
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