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:
Monday through Friday: 6:00 a.m. – 6:00 p.m. (PST)
Saturday: 7:00 a.m. – 3:00 p.m. (PST)
Sunday: Closed

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To stop payments that are withdrawn from your bank account electronically.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

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