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H&R Block Bank Forms

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• Affidavit of Domicile

  This affidavit is required to establish an estate account or transfer assets held in the name of a decedent to another account held at H&R Block Bank when:

  • 1. The account holder of an individual account is deceased.
  • 2. All account holders of a joint account are deceased.

  The form must be filled in and signed before a notary.

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• Automatic Deposit/Withdrawal Request Form

  This form can be used to initiate a 1-time or recurring transfer between an H&R Block Bank account and an account held at another financial institution. The same form can be used to establish a new transfer, change an existing transfer or cancel future transfers.

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• CD Redemption

  To withdraw funds from an H&R Block Bank CD Account. (To withdraw money from an CD, use the CD Redemption Request Form).

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• CD IRA Redemption Form

  To withdraw funds from an H&R Block Bank CD IRA. (To withdraw money from a CD IRA, use the CD IRA Distribution Form.)

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• Change of Address

  This form should be used to change the address, phone number or e-mail address on accounts held with the H&R Block Bank.

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• Change of Beneficiary

  The IRA Designation or Change of Beneficiary Form for traditional, Roth and SIMPLE IRAs is designed to assist you in selecting or changing the current beneficiary designation of your IRA.

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• Change/Add Beneficiary for Checking, Money Market, Savings or CD

  To change or add a beneficiary to an H&R Block Bank Checking, Money Market or Savings account, or CD.

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• Consumer Loan Application or apply online

  This form should be used to apply for an Overdraft Line of Credit attached to your H&R Block Bank Checking account or a consumer loan secured by an H&R Block Bank CD.

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• Deposit Slip

  To make deposits into an H&R Block Bank Checking, Savings or Money Market account.

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• Direct Deposit Form

  This form is used to set up, change or cancel a monthly direct deposit to your H&R Block Bank account.

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• Direct Payment of Loan

  This form can be used to initiate a 1-time or recurring transfer from a deposit account held at the H&R Block Bank or an external financial institution for the purpose of making payment on a loan held at the H&R Block Bank. The same form can be used to establish a new transfer, change an existing transfer or cancel future transfers.

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• Information Sharing Opt-Out Notice

  To limit sharing of personal information

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• Interested Party

  This form should be used to designate interested parties to be added to or removed from your account(s). You can authorize interested parties to make phone inquiries on your account or to receive a duplicate copy of your statements.

  This form will not grant Power of Attorney and does not provide authority to request distributions from an account.

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• IRA Distribution Form

  To withdraw money from an H&R Block Easy IRA.

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• Power of Attorney

  This Power of Attorney certification form is required to grant an individual Power of Attorney over 1 or more accounts held with H&R Block Bank.

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• Roth IRA CD Application

  This form contains all the necessary steps to establish a Roth IRA CD.

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• Stop Pay Request

  To request that payment be stopped on an outstanding check drawn on your H&R Block Bank account.

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• Switch Kit

  To make your move to our institution as convenient as possible, use our switch kit to aid you with shifting your prior banking relationships to H&R Block Bank.

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• Traditional IRA CD Application

  This form contains all the necessary steps to establish a traditional IRA CD.

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• Wire Request

  For wiring funds from an H&R Block account to an account held at another financial institution.

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• Withdrawal Form

  To withdraw funds from an H&R Block Bank Checking, Savings or Money Market account.

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