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.
Fax to 1.866.827.7789
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.
Monday through Friday: 6:00 a.m. – 6:00 p.m. (PST)
Saturday: 7:00 a.m. – 3:00 p.m. (PST)
|Stop Payment Request|
To stop payment on a check.
|ACH Stop Payment Form|
To stop payments that are withdrawn from your bank account electronically.
|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.
|EFT Claim - Multiple Fraudulent Transactions|
To file a claim for multiple fraudulent activities through any electronic fund transfers that may occur on your account.
|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.
|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.
Used by domestic persons and entities to provide their tax identification number for use in information reporting to the IRS.
|One-Time Check Withdrawal Request|
Used to request a one-time check withdrawal.
|Written Statement of Unauthorized ACH Debit|
To file a claim for Unauthorized or Revoked ACH debit that may occur on your account.
|Outgoing Wire Transfer Request|
Used by customers requesting an outgoing wire transfer.
Deceased, Trust & Power of Attorney
|Consumer Agency Authorization Form|
To obtain personal identification information for POA and Trustee.
Used by a trustee of a Trust to provide evidence of their authority to act as trustee with respect to banking transactions.
|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).
|Roth IRA Withdrawal Statement|
Used by existing Roth IRA Customers who wish to request a reportable distribution from their existing Roth IRA account.
|IRA Designation of Beneficiary Form|
Used by existing IRA Customers who wish to change their Beneficiaries listed for their Retirement Plan(Traditional/Roth/SEP).
* Notary Information
The * banking forms below 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.