Forms

Change in Ownership RequirementsFor your convenience, below are links to some of our common forms. Please contact us at 405.840.2882 if you need any additional information.

• Affidavit of Heirship
• Address Change Form
  (For your protection, address changes will not be accepted by telephone. All address changes must include the Owner’s signature.)
• W-9 (Blank)
• Direct Deposit Enrollment
• Change in Ownership Requirements