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141 West Jackson Boulevard Suite 1710-A Chicago, IL 60604 312-786-1930 JOINT ACCOUNTS Customer Account Documents Instructions: The information contained in these documents and notices is very important.
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How to fill out joint account application

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How to Fill Out Joint Account Application:

01
Gather necessary information: Before starting the joint account application, gather all the required information. This may include personal details such as full names, Social Security numbers, addresses, and contact information for both account holders.
02
Choose the right financial institution: Research different banks or credit unions to find one that offers joint account options. Consider factors like fees, account features, customer service, and convenience.
03
Complete the application form: Obtain the joint account application form from the chosen financial institution, either online or in person. Fill out the form accurately and carefully, providing all the required information for both account holders.
04
Attach supporting documents: Some financial institutions may require additional documents to complete the joint account application. These may include copies of identification, proof of address, and social security cards. Make sure to attach all necessary documents as per the bank's requirements.
05
Review and sign the application: Before submitting the joint account application, read through it carefully to ensure all information is accurate and complete. Then, both account holders should sign the application form as required.
06
Submit the application: Depending on the bank's process, you can either submit the joint account application online, mail it, or bring it to the nearest branch. Follow the instructions provided by the financial institution to complete the submission process successfully.

Who Needs Joint Account Application:

01
Couples: Married couples or those in long-term committed relationships often choose to open a joint account. This allows both partners to have access to shared finances, making it easier to manage bills, savings, and daily expenses.
02
Business partners: Individuals starting a business together may opt for a joint account to handle company finances. This ensures that both partners have equal control and visibility over the business's financial transactions.
03
Family members: Parents may open a joint account with their children to teach them financial responsibility or to facilitate easier monitoring of their financial activities. Similarly, siblings or other family members may choose to have a joint account to manage shared expenses or savings.
Note: It is important to carefully consider the implications and responsibilities associated with opening a joint account. It is advisable to discuss financial goals, spending habits, and expectations with the other account holder before applying for a joint account.
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