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.Format: (000) 000-0000.
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.Format: (000) 000-0000.

Page 3 of 5 - Advisor Change Options
6. Update the Advisors contact information?*

YesNo
6.1 Name Update*

First NameLast Name
6.1 Email Update*
example@example.com
6.1 Phone Number Update*
Please enter a valid phone number.Format: (000) 000-0000.
6.1 Primary Address Update*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
6.1 Mailing Address Update*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
6.1 Firm / Company / Organization Update*
Type NA if there is no change
7. Do you want to revoke your appointment to the DAF*

YesNo
7.1 Reason*
7.2 Effective Date*

MonthDayYear
Date

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