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PREMIUM PROPERTIES & D E V E L OP M E N T 6536 TELEGRAPH AVE, STE A201 OAKLAND, CA 94609 510.594.0794 OFFICE 510.594.2 5 9 4 FAX WWW.PREMIUMPD.COM SECURITY DEPOSIT SPLIT REQUEST FORM Dear Premium

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How to fill out deposit split request form

How to fill out a deposit split request form:

01

Start by obtaining the deposit split request form from your bank or financial institution. This form is typically available online or can be requested from a bank representative.

02

Fill in your personal information accurately. This may include your name, address, contact details, and account number. Ensure that all the information is legible and up to date.

03

Identify the specific deposit or account you wish to split. Provide the necessary details, such as the account number, account name, and any other information required by the form.

04

Clearly state the desired split percentage or amount for the deposit. Indicate how you would like the funds to be divided, whether it is an equal split or a specific percentage assigned to each account.

05

If there are multiple accounts involved, provide the necessary information for each account that will receive a portion of the deposit. This may include account numbers, names, and any additional instructions or details.

06

Carefully review the completed form for accuracy and completeness. Ensure that all sections have been filled out correctly and that there are no errors or missing information.

07

Sign and date the form, as required. Verify if any witnesses or additional signatures are necessary for the form to be considered valid. Follow any guidelines provided by your bank regarding signatures or witnessing.

08

Submit the completed form to your bank or financial institution. Depending on the instructions provided, this may involve mailing the form, dropping it off at a branch, or submitting it electronically through an online portal.

09

Keep a copy of the completed form for your records. This can serve as proof of your request and can be referred to if there are any questions or issues in the future.

Who needs a deposit split request form?

01

Individuals who have a single deposit or fund that they wish to divide among multiple accounts may need a deposit split request form.

02

If you are looking to allocate a portion of your deposit to separate accounts for various purposes, such as savings, investments, or bill payments, you may require a deposit split request form.

03

Additionally, if you want to distribute funds from a joint account among multiple account holders or separate the funds from a joint account into individual accounts, a deposit split request form would be necessary.

04

Some businesses or organizations may also need a deposit split request form to divide funds among multiple departments, subsidiaries, or individuals within the company.

05

Overall, anyone who has the need to split a deposit or funds among multiple accounts or individuals should consider using a deposit split request form to make their request clear and formalize the process.

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