Update Account Information Form

Update Account Information Form
Page 1 of 5 - Donor and/or Submitters Information
Estimated Time to Complete: 5-10 Minutes
Who is completing this onboarding application?*

DonorAuthorized Financial Advisor for the DonorAuthorized Representative of the Donor
Authorized Person Name*

First NameLast Name
Authorized Persons Phone Number*
Please enter a valid phone number.
Authorized Persons Primary Email*
example@example.com
Custodian Account Number*
NOTE: The Account Number and Pin are required on all form submissions in order to authenticate your requests. Please keep them confidential.
Submitters Confidential Pin*
NOTE: The Account Number and Pin are required on all form submissions in order to authenticate your requests. Please keep them confidential.
Is the Donor a*

Natural PersonTrustOrganization
Donors Full Legal Name*

First NameLast Name
Organization or Trust Name*
Organization or Trust that is claiming the tax deduction
Organizations or Trust Domicile*
Please enter the state where the organization is organized/incorporated or the state where the trust is established
Donors Primary Email*
example@example.com
Notifications or Secondary Email
example@example.com
Donors Primary Telephone*
Please enter a valid phone number.

Page 4 of 5 - Additional Requests or Information
Optional: Please type in any additional requests and/or information
Additional Info - Optional

Page 5 of 5 - Terms and Conditions
Does the submitter and/or donor understand and agrees to electronic communication and to conduct business using secure electronic signature platforms?*

YesNo
Does the submitter and/or donor understand and agree to having IDAF verbally verify all changes requested and that this may delay the implementation of the changes?*

YesNo
Does the Donor understand and accept that Innovative Donor Advised Funds (IDAF) does not provide tax, legal, or investment advice and the donor agrees to consult a qualified professional before making donations, grant requests, and/or trade orders?*

YesNo