After hours? Click to submit an inquiry.

 

Contact Us: 800-697-3863.

Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time

Add or Remove an Account Owner or Trustee

To add or remove account owners and trustees, please follow the steps below.

·        Any account owner or trustee that is losing control of the account is required to obtain a Medallion Signature Guarantee Stamp

·        To find out more about a Medallion Signature Guarantee and the financial institutions participating in the program click here

The registration needs to be updated because…

Instructions and Forms I need…

What else I need to know…

 

I want to add or remove an account owner or Trustee

 

·        Account owners / trustees – Please complete the Change of Registration Form

·        Account owners / trustees –  Please complete the New Account Application

 

 

·        All account owners must sign

 

·        Any owner or trustee losing control must obtain a Medallion Signature Guarantee