Joint access letter: Fill out & sign online

Here's how it works

01. Edit your joint access letter 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 joint account access letter via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out joint access letter with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the joint access letter in the editor.
Begin by entering the name of the other account holder at the top of the form. This ensures that all parties are clearly identified.
Fill in the address, phone number, and email address of the other account holder. Accurate contact information is essential for verification purposes.
In the subject line, confirm 'Access to Joint Bank Account' to clarify the purpose of this letter.
Next, specify the name of the bank and include the account number. Ensure these details match your bank records for consistency.
In the body of the letter, state that you, as the other account holder, authorize full access to NAME OF BORROWER. This section is crucial for legal clarity.
Finally, sign and date the document at the bottom. This signature validates your consent and completes the form.

Start using our platform today to easily fill out your joint access letter for free!

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

Do you need a joint access letter for a conventional loan?

This document provides consent from joint bank account holders for a clients trading account. It lists the client code and bank account number of a joint account.

What is an access letter?

If your funds are coming from a joint account, and the co-owner is not on the loan, well need a joint access letter stating that you have full rights to use the money. This is common when a parent is still listed on your account.

Does Fannie Mae require a joint access letter?

Its a letter to underwriting that confirms you have access to all the funds in a shared account. Its required on pretty much any loan where there is a borrower on the bank statement and one or more that are not.

What is a joint access letter?

Use the Joint Account Access Letter when you need to provide formal authorization for account access. This is typically required when one account holder needs to manage the finances on behalf of another. It can be vital during loan applications or when accessing shared resources.

joint account access letter template

Joint access letter template Joint access letter pdf Access letter sample Authorization letter for Joint Account Bank access letter template Joint access letter Fannie Mae Joint access letter FHA Access letter for bank account

Joint access letter 2025

Here's how it works

How to use or fill out joint access letter with our platform

Complete this form in 5 minutes or less

Got questions?

Do you need a joint access letter for a conventional loan?

What is an access letter?

Does Fannie Mae require a joint access letter?

What is a joint access letter?

Try more PDF tools

Joint access letter 2025

Here's how it works

How to use or fill out joint access letter with our platform

Complete this form in 5 minutes or less

Got questions?

Do you need a joint access letter for a conventional loan?

What is an access letter?

Does Fannie Mae require a joint access letter?

What is a joint access letter?

joint account access letter template

access letter sample

Try more PDF tools