Request to add a Party to your Account

This Request to Add Party to Your Account is a written request from an accountholder to add another individual to a credit card or bank account. This request sets out the name of the individual, their address and phone number. It is imperative that this type of request be set out in writing and not by phone. A written Request to Add Party to Your Account will serve as a record of the request in the event there are questions or problems.

This Request to Add Party to Your Account sets out the following:

• Parties: Name of the accountholder and financial institution or credit card company who will add the additional party;
• Additional Accountholder: Name, address and phone number of the person to be added to the account.

This attorney-prepared packet contains:

1. General Instructions
2. Request to Add Party to Your Account

State Law Compliance: This form complies with the laws of all states

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• Includes:

  √ Instructions
  √ Free Checklist

• State:

   All
  

  Number of Pages:

   3

• File Types Included:

  
  √ Microsoft Word
  √ Adobe PDF
  √ WordPerfect
  √ Rich Text Format
  

• Compatible with:

  Windows and Mac OS