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Joint Signer Submit Request Process

September 20, 2022
September 20, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Account Maintenance, Joint Owner, Web Admin, Hubspot
Joint owner, Joint Signer, Joint Signer Request, Joint Owner Request, Secure message request, email request, Phone request, Joint Signer Form, Form Request, Joint Owner form
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A Joint Signer Request must be submitted by the primary account holder

  • Must be a written request
    • Email
    • FIS Web Admin
      • Add Joint Owner Form
      • General Question Message
  • If the client calls and requests over the phone
    • Must submit a written request through a channel above OR
    • send a confirmation response to your email