Get the free Authorization for Duplicate Statements and Release of Client

Authorization for Duplicate Statements and Release of Client Information, 20 Clearing Firm Address Re: Account No. Dear Sir or Madam: Please accept this letter as authorization for you to provide

How to fill out authorization for duplicate statements

How to fill out authorization for duplicate statements:

1. Obtain the authorization form: Visit your bank's website or go to a local branch to request the authorization form for duplicate statements. Alternatively, you may be able to download the form from the bank's online banking platform.
2. Provide personal information: Fill out the required personal information on the form, including your full name, address, contact number, and email address. Make sure to provide accurate information to avoid any delays or issues.
3. Specify the account details: Indicate the specific account for which you need duplicate statements. This may include providing the account number and any other relevant account information requested on the form.
4. Select the statement period: Choose the specific time range for which you require duplicate statements. This could be a monthly statement or a particular period of time, such as the last six months. Ensure that you clearly indicate the start and end dates for the statement period.
5. Sign the authorization form: Read through the form carefully and sign it. By signing, you acknowledge that you authorize the bank to provide duplicate statements for the specified account and statement period.
6. Submit the form: Return the completed and signed authorization form to your bank. This can usually be done by submitting it in person at a branch or by following the instructions provided by the bank if you are submitting it electronically.

Who needs authorization for duplicate statements:

1. Account holders: Any account holder who requires duplicate statements for their own records or documentation purposes needs to obtain authorization for duplicate statements.
2. Authorized individuals: In some cases, individuals who are authorized to access or manage the account on behalf of the account holder may also need to obtain authorization for duplicate statements. This could include authorized signatories, power of attorney holders, or individuals designated by the account holder.
3. Legal representatives: In situations where the account holder is unable to provide the authorization themselves, such as in the case of incapacitation or absence, legal representatives may need to obtain authorization for duplicate statements. This could include executors of an estate, trustees, or appointed guardians.

It is important to note that specific requirements for authorization may vary depending on the bank and the jurisdiction. It is advisable to check with your bank directly for any additional requirements or documentation needed to obtain duplicate statements.

For pdfFiller’s FAQs

What is authorization for duplicate statements?

Authorization for duplicate statements is a formal permission granted to request a duplicate copy of a statement or document.

Who is required to file authorization for duplicate statements?

Individuals or entities who need a duplicate copy of a statement or document are required to file authorization for duplicate statements.

How to fill out authorization for duplicate statements?

Authorization for duplicate statements can be filled out by providing the necessary information such as the reason for the request, identification details, and signature.

What is the purpose of authorization for duplicate statements?

The purpose of authorization for duplicate statements is to ensure that the request for a duplicate copy is legitimate and authorized by the individual or entity.

What information must be reported on authorization for duplicate statements?

Information such as the reason for the request, identification details, and signature must be reported on authorization for duplicate statements.

How do I complete authorization for duplicate statements online?

Completing and signing authorization for duplicate statements online is easy with pdfFiller. It enables you to edit original PDF content, highlight, blackout, erase and type text anywhere on a page, legally eSign your form, and much more. Create your free account and manage professional documents on the web.

How do I edit authorization for duplicate statements in Chrome?

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Can I create an electronic signature for the authorization for duplicate statements in Chrome?

Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your authorization for duplicate statements.