Forms

General Forms

• Wire Request Form

  Authorizes Capital One to make a one time outbound wire transfer from a Capital One Direct Banking account into a checking or savings account

  download Wire request form

• EFT Agreement Form for Certificate of Deposit Interest Payments

  Authorizes Capital One to electronically transfer earned interest from a customer's Capital One Certificate of Deposit to a personal checking or savings accounts on a monthly or quarterly basis

  download EFT Agreement Form for Certificate of Deposit Interest Payments

• Customer Removal Authorization Form

  Authorizes Capital One to remove an existing account holder from an opened account

  download Customer Removal Authorization Form

• Power of Attorney Form

  Allows a third party to exercise or perform any act, power, duty, right, or obligation, whatsoever, in connection with, arising from, or relating to any one or more Certificate of Deposit or Money Market Accounts on behalf of an account holder

  download Power of Attorney Form

• Indemnity Agreement Form

  Authorizes Capital One to cancel a Capital One check which was previously issued at the customer's request but not received

  download Indemnity Agreement Form

Acceptance Forms

• InterestPlus Online Savings Acceptance Form

  Provides Capital One the authority to maintain an account, certifies that the taxpayer identification number is correct and acts as the signature card for the account. This form cannot be used as an initial application for a new account or to add or update owners on an already existing account.

  download Online Savings Account Acceptance Form

  To obtain the required form to add or update an Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

• Money Market Account Acceptance Form

  Provides Capital One the authority to maintain an account, certifies that the taxpayer identification number is correct and acts as the signature card for the account. This form cannot be used as an initial application for a new account or to add or update owners on an already existing account.

  download Money Market Account Acceptance Form

  To obtain the required form to add or update an Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

• Certificate of Deposit Acceptance Form

  Provides Capital One the authority to maintain an account, certifies that the taxpayer identification number is correct and acts as the signature card for the account. This form cannot be used as an initial application for a new account or to add or update owners on an already existing account.

  download Certificate of Deposit Acceptance Form

  To obtain the required form to add or update an Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

Certificate of Authority Forms

• Corporate Certificate of Authority

  Allows all listed individuals acting on behalf of the Business authority and control over the account. The signers listed on this form must match the names listed on the account Acceptance Form. This form should not be used to add or update corporate signers. It must be used in conjunction with an Acceptance Form to ensure we collect all required information about the signers.

  download Corporate Certificate of Authority form

  To obtain the required form to add or update a Corporate Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

• Partnership Certificate of Authority

  Allows all listed individuals acting on behalf of the Business authority and control over the account. The signers listed on this form must match the names listed on the account Acceptance Form. This form should not be used to add or update corporate signers. It must be used in conjunction with an Acceptance Form to ensure we collect all required information about the signers.

  download Partnership Certificate of Authority form

  To obtain the required form to add or update a Corporate Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

• Nonprofit Certificate of Authority

  Allows all listed individuals acting on behalf of the Business authority and control over the account. The signers listed on this form must match the names listed on the account Acceptance Form. This form should not be used to add or update corporate signers. It must be used in conjunction with an Acceptance Form to ensure we collect all required information about the signers.

  download Nonprofit Certificate of Authority form

  To obtain the required form to add or update a Corporate Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

• Limited Liability Company Certificate of Authority

  Allows all listed individuals acting on behalf of the Business authority and control over the account. The signers listed on this form must match the names listed on the account Acceptance Form. This form should not be used to add or update corporate signers. It must be used in conjunction with an Acceptance Form to ensure we collect all required information about the signers.

  download Limited Liability Company Certificate of Authority form

  To obtain the required form to add or update a Corporate Account owner, please contact us by calling one of our Direct Banking specialists at 1-866-710-9304, Monday through Friday 8:00 a.m. to 8:00 p.m. ET and Saturday 8:00 a.m. to 2:00 p.m. ET.

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