Synchrony Bank Joint Account Distribution Instruction Form

P.O. Box 105972, Atlanta, GA 30348-5972
Synchrony Bank Joint Account Distribution Instruction Form
Please complete the applicable sections below, sign before a notary and return BOTH pages to Synchrony Bank.
Failure to return both pages of this form will result in a delay in processing your distribution.
By signing this document, the Joint Account Owner(s) named below certify and direct that:
THIS FORM IS FOR THE FOLLOWING DECEASED CUSTOMER AND ACCOUNT(S):
Synchrony Bank Account Number:
Customer Name
Customer’s Last Address
City State
ZIP Code
JOINT ACCOUNT OWNER(S) PERSONAL INFORMATION:
Joint Account Owner Name
Social Security Number
Joint Account Owner Address
City
Date of Birth
ZIP Code
Phone Number
Joint Account Owner Name
Social Security Number
Joint Account Owner Address
City
Date of Birth
State
ZIP Code
Phone Number
Joint Account Owner Name
Social Security Number
Joint Account Owner Address
City
Date of Birth
State
Phone Number
© 2016 Synchrony Bank
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[REV. 01/2016]
State
1
ZIP Code
(1)The customer was not domiciled in the state of New Jersey within the last five years; or if the customer was domiciled in
New Jersey within the past five years, describe how and when the customer changed domicile.
(2)Any and all debts, taxes and claims against the customer’s Estate have been paid or provided for and the joint account holder
will refund to Synchrony Bank any amounts erroneously distributed from any of the accounts listed above at any time.
(3)The balance payable to me remaining in all of the accounts listed above shall be: (check one)
Transferred to the following Synchrony Bank Account number(s):
(If the Decedent was the Primary Account Owner, please visit synchronybank.com or call 1-866-226-5638 to open an account and
then print the new account number above.)
Remove the Decedent from the account(s) listed above.
(Option is only available if the Decedent was Secondary Account Owner.)
Issued in a check payable to:
Please mail the check to the following address:
Address
City
State
ZIP Code
SIGNATURE
x
Joint Owner Signature
Print Name
x
Joint Owner Signature
Print Name
x
Joint Owner Signature
Print Name
NOTARY ACKNOWLEDGMENT
State of
:
County of
:
Sworn to and acknowledged before me,
day of
, by the Joint Owner(s) named above on this
(Notary)
, 20
.
(Notary signature)
My Commission Expires:
D-JOINTDISTFORM
[REV. 01/2016]
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