Get the free Statement Delivery Change Request Form - Optum Bank

Statement and Other Documents Delivery Change Request Use this form to opt out of electronic delivery of your OptumHealth Bank monthly bank statement, annual privacy notice and/or annual tax documents

How to fill out statement delivery change request

How to fill out a statement delivery change request:

1. Start by gathering all the necessary information related to your account, such as your account number, name, and contact details.
2. Visit your bank's website or contact their customer service to find the statement delivery change request form. This form may be available in a printable format or an online submission form.
3. Enter your personal information accurately and double-check for any mistakes. This includes your full name, address, phone number, and email address.
4. Indicate the current method of statement delivery, whether it is through postal mail, email, or online banking.
5. Specify the new method of statement delivery you desire. It could be changing from postal mail to email, email to online banking, or vice versa.
6. If you are shifting to email or online banking, provide the necessary email address or select the appropriate online banking option.
7. Review the terms and conditions related to statement delivery and make sure you understand them. If there are any additional requirements or fees associated with the change, take note of them.
8. Sign and date the statement delivery change request form.
9. Submit the form as directed by your bank. This can usually be done by mailing the form, submitting it online, or visiting a branch in person.

Who needs a statement delivery change request?

1. Individuals who prefer to receive their bank statements via a different method than the one currently being used.
2. Customers who want to switch from paper statements to electronic statements, or vice versa.
3. People who have changed their email addresses or have moved to a new postal address and need to update their statement delivery information.

Note: The process of filling out a statement delivery change request may vary slightly depending on the specific bank or financial institution. It is recommended to check the bank's website or contact their customer service for accurate instructions.

For pdfFiller’s FAQs

What is statement delivery change request?

A statement delivery change request is a formal request to update or modify how statements are delivered to a customer.

Who is required to file statement delivery change request?

Any customer who wishes to change the method of statement delivery is required to file a statement delivery change request.

How to fill out statement delivery change request?

To fill out a statement delivery change request, the customer must provide their account information, current delivery method, desired delivery method, and any other relevant details.

What is the purpose of statement delivery change request?

The purpose of a statement delivery change request is to ensure that customers receive their statements in a timely and secure manner according to their preferences.

What information must be reported on statement delivery change request?

The statement delivery change request must include the customer's account information, current delivery method, desired delivery method, and any additional instructions or preferences.

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