Many forms are prefilled in online banking to reduce errors. If you download a PDF, use secure delivery—do not email completed forms that contain full account numbers or SSN unless using an encrypted channel provided by the bank.
- Account transfer authorization Internal movement between eligible deposit accounts
- Wire instruction add/change Requires in-branch or callback verification for new templates
- Beneficiary designation update IRA and certain trust accounts
- Power of attorney certification Notarized copy may be required
- W-8 / W-9 certification Tax withholding and reporting
Need the latest version?
Your banker can push the current form revision to your secure inbox to ensure you are not using a retired template.