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Durable power of attorney This form is used to designate either one or two agents to act on your behalf on a DNS Fund account. In order to be valid, the last page of the form must include a notary

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How to fill out change of account ownership

01

Here are the steps to fill out change of account ownership:

02

Obtain a change of account ownership form from the bank or financial institution.

03

Fill out the personal information section with your name, address, contact details, and any other required information.

04

Provide your account details, including the account number and type of account being transferred.

05

Indicate the reason for the change of ownership, whether it is due to the death of the account holder, transfer of assets, or other circumstances.

06

If necessary, provide documentation to support the change of ownership, such as a death certificate or legal documents.

07

Sign and date the form to complete the process.

08

Submit the filled-out form to the bank or financial institution, following their specific instructions for submission.

09

Wait for confirmation from the bank regarding the status of the change of ownership.

10

Update any necessary account documentation and inform any relevant parties about the change of ownership.

Who needs change of account ownership?

01

Change of account ownership may be needed in various situations, including:

02

- Inheritance: When a person inherits an account from a deceased family member or loved one.

03

- Divorce or separation: When joint accounts need to be transferred to one party.

04

- Business transfers: When a business changes ownership and the accounts need to be updated accordingly.

05

- Personal preference: When an account holder simply wants to change the ownership of their account to another person.

06

It is important to note that the specific requirements for change of account ownership may vary depending on the bank or financial institution.

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What is change of account ownership?

Change of account ownership is the process of transferring ownership of an account from one individual or entity to another.

Who is required to file change of account ownership?

The current account owner is required to file the change of account ownership.

How to fill out change of account ownership?

To fill out change of account ownership, the current owner must provide their information, the new owner's information, and any necessary documentation.

What is the purpose of change of account ownership?

The purpose of change of account ownership is to ensure that the account is legally owned by the correct individual or entity.

What information must be reported on change of account ownership?

The change of account ownership form typically requires information such as account number, names of current and new owners, signatures, and date of transfer.

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