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Personal Banking Help & FAQs

Products

Savings and Money Market Accounts
Spending Accounts
Accounts for Trust
Individual Retirement Accounts (IRAs)

Account management

Apps and tools

Forms

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.

General

Additional Account Owner Application (PDF)
Domestic Wire Transfers (PDF) | Complete Online
Name Change (PDF)
Power of Attorney Information Sheet (PDF)

Checking, Savings, Money Market and CDs

Application (PDF) | Complete Online
Direct Deposit (PDF)
Beneficiary Election Form (PDF) | Complete Online

Trusts and Estates

Custodial Account Application (PDF) | Complete Online
Trust Account Application (PDF) | Complete Online
Trust Conversion Request (PDF)
Trust/Trustee Maintenance Request (PDF)

All IRA Plans

Change of Beneficiary (PDF) | Complete Online
IRA Transfer Authorization (PDF)
Contributions (PDF) | Complete Online
IRA State Withholding (PDF)
Recharacterization of Contribution (PDF)

Traditional & SEP IRA Plans

Application to Participate (PDF) | Complete Online
Traditional-SEP IRA Beneficiary Request for Distribution (Death after 2019) (PDF)
Direct Rollover Request (PDF)
Distribution Request (PDF) | Complete Online
Traditional-SEP IRA Lifetime Required Minimum Distribution (PDF)
Rollover Election (PDF)
Transfer Request (PDF)
Inherited Traditional Application to Participate (PDF)

Roth IRA Plans

Application to Participate (PDF) | Complete Online
Roth IRA Beneficiary Request for Distribution (Death after 2019) (PDF)
Conversion Request (PDF)
Direct Rollover Conversion (PDF)
Distribution Request (PDF) | Complete Online
Rollover Election (PDF)
Transfer Request (PDF)
Inherited Roth Application to Participate (PDF)

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