Bank forms and tax documents

Manage your account online, or download the appropriate form for what you’d like to update. All downloadable files are PDFs and less than 2MB.

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General forms

Domestic wire transfers | Complete online

Name change

Submit a name change request.

If you’re an Ally Bank customer, you can submit a digital request to update your legal name on deposit and investment accounts.  

To get started, log in to the app and go to Profile. Or, log in to Ally.com and select Profile and Settings then Personal Information.

If you can’t log in, you can call and request a paper form, then fill it out and send it to us. The processing time for paper forms is longer than an online request.

Power of attorney information sheet

Checking, Savings, Money Market and CDs

Account application | Complete online

Direct Deposit

Beneficiaries

Trusts and estates

Trust account application | Complete online

Trust conversion request

Trust/Trustee maintenance request

Custodial account application | Complete online

Bank IRA plans

Beneficiaries

IRA transfer authorization

Contributions

IRA state withholding

Recharacterization of contribution

Traditional Bank & SEP IRA plans

Application to participate | Complete online

Direct rollover request

IRA request for distribution - traditional/SEP | Complete online

Rollover election

Roll over funds into your Ally Bank Traditional IRA.

You can deposit proceeds from another IRA or retirement account to your Ally Bank Traditional IRA by submitting a digital form.

To get started, log in to the app and go to Menu then select Forms. Or, log in to Ally.com and select Manage IRA.

If you can’t log in, you can call and request a paper form, then fill it out and send it to us. The processing time for paper forms is longer than an online request.

Transfer request

Inherited IRA application to participate - traditional

Bank Roth IRA plans

Application to participate | Complete online

Conversion request

Direct rollover conversion

IRA request for distribution - roth | Complete online

Rollover election

Roll over funds into your Ally Bank Roth IRA.

You can deposit proceeds from another IRA or retirement account to your Ally Bank Roth IRA by submitting a digital form.

To get started, log in to the app and go to Menu then select Forms. Or, log in to Ally.com and select Manage IRA. 

If you can’t log in, you can call and request a paper form, then fill it out and send it to us. The processing time for paper forms is longer than an online request.

Transfer request

Inherited IRA application to participate - roth

Still have questions?

Find more ways to reach out on our contact us page.