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CHANGE OF ACCOUNT OWNERSHIP Formulas complete all sections and mail form to the address provided below. This form may be used to change the ownership of an existing account or transfer shares from

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What is change of account ownership?

Change of account ownership refers to transferring ownership of a bank account, investment account, or any other financial account from one individual or entity to another.

Who is required to file change of account ownership?

The individual or entity who is receiving ownership of the account 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 receiving party must complete a form provided by the financial institution where the account is held. This form typically requires information about both the current and new account owners.

What is the purpose of change of account ownership?

The purpose of change of account ownership is to officially transfer ownership rights and responsibilities of a financial account from one party to another.

What information must be reported on change of account ownership?

The change of account ownership form typically requires information such as the current account owner's name, account number, the new account owner's name, contact information, and any required signatures.

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