• Banking Forms

    Find the Right Forms and Tools for Your Banking Needs

    Our simplified banking forms are made available for your convenience. Please select the appropriate form and send the completed document to the OneWest Bank Fulfillment Department by fax or mail.

    1. Fax to 1.866.827.7789
    2. Mail to: Retail Banking Support - Fulfillment PO Box 7056 Pasadena, CA 91109-9699
  • If you have any questions on how to complete any of the forms listed below, please contact our Customer Care Center toll free at 1.877.741.9378 or by emailing us at Bankingforms@OWB.com.

    Business Hours:
    • Mon - Fri: 6:00 am – 6:00 pm (PT)
    • Sat: 7:00 am – 3:00 pm (PT)
    • Sun: Closed
  • Banking

    Form Download

    Stop Payment Request

    To stop payment on a check.

    Download Form

    ACH Stop Payment Form

    To stop payments that are withdrawn from your bank account electronically.

    Download Form

    Official Check Stop Payment Request and Indemnity Agreement

    To stop payment on an official check along with an indemnity agreement stating that the requestor protects the Bank from any losses as a result of the check being negotiated by a holder in due course.

    Download Form

    EFT Claim - Multiple Fraudulent Transactions

    To file a claim for multiple fraudulent activities through any electronic fund transfers that may occur on your account.

    Download Form

    EFT Claim - Non-Fraudulent Transactions

    To file a claim regarding certain activity through electronic funds transfers on your account, which you believe to be incorrect. This may be due to overcharges, multiple charges for a single item, or dissatisfaction with a purchase.

    Download Form

    EFT Claim - Single-Fraudulent Transaction

    To file a claim for a single fraudulent activity through an electronic funds transfer that may occur on your account.

    Download Form

    W-9 Form

    Used by domestic persons and entities to provide their tax identification number for use in information reporting to the IRS.

    Download Form

    One-Time Check Withdrawal Request

    Used to request a one-time check withdrawal.

    Download Form

    Written Statement of Unauthorized ACH Debit

    To file a claim for Unauthorized or Revoked ACH debit that may occur on your account.

    Download Form

    Outgoing Wire Transfer Request

    Used by customers requesting an outgoing wire transfer.

    Download Form

    Deceased, Trust & Power of Attorney

    Form Download

    Affidavit of Attorney-In-Fact

    Signing the Affidavit, the attorney-in-fact attest that the POA provided is valid and has not been terminated by revocation or by the principal’s death or incapacity. The POA must be attached to the Affidavit.

    Download Form

    Uniform Statutory Form Power Of Attorney*

    To appoint a Power of Attorney.

    Download Form

    Consumer Agency Authorization Form

    To obtain personal identification information for POA and Trustee.

    Download Form

    Trust Certification*

    Used by a trustee of a Trust to provide evidence of their authority to act as trustee with respect to banking transactions.

    Download Form

    IRA

    Form Download

    Traditional IRA Withdrawal Statement

    Used by existing IRA Customers who wish to request a reportable distribution from their existing IRA account, including a Required Minimum Distribution (RMD).

    Download Form

    Roth IRA Withdrawal Statement

    Used by existing Roth IRA Customers who wish to request a reportable distribution from their existing Roth IRA account.

    Download Form

    IRA Designation of Beneficiary Form

    Used by existing IRA Customers who wish to change their Beneficiaries listed for their Retirement Plan(Traditional/Roth/SEP).

    Download Form

    * Notary Information

    The * banking forms above require the Notary Seal and Notary Acknowledgement. A Notary Seal is applied by the Notary Public. A Notary Acknowledgment is a formal declaration of a signature before a Notary. Request the “Notary Acknowledgement Form” specific for your state from your Notary at the time of notarization and submit it at the same time as your notarized banking forms.