H&R Block
Bank Forms

This is a helpful source for finding the right form for your banking needs.

Direct Deposit 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.
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CD IRA Redemption Form

To withdraw funds from an H&R Block Bank CD IRA.
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Change of Beneficiary for IRA

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

To make deposits into an H&R Block Bank Savings or H&R Block Easy IRA account.
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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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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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CD Redemption

To withdraw funds from an H&R Block Bank CD Account.
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Change/Add Beneficiary for Savings or CD

To change or add a beneficiary to an H& Block Savings account or CD.
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Information Sharing Opt-Out Notice

To limit sharing of personal information
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IRA Distribution Form

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