Funeral Escrow New Sub-Account Setup Form

 

Escrow Manager Master Checking Account Number:  

   

 

Escrow Manager Master Checking Account Title:  

The Internal Revenue Service requires that we obtain a completed & signed IRS Form W-9 (certify taxpayer identification number) or IRS Form W-8BEN (certification of foreign status) for each client sub-account. We must receive the IRS forms prior to opening the sub-account.  

New Sub-Account Setup Forms received by the Bank after 3:00 p.m. will be processed on the next business day following the day on which the Form is received. 

 

Client's Name 

Type of Funeral Account* 

Deposit Amount 

 

  

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