Edit, Download, and Sign the Pre-Application for a Deposit Account at Ameriprise Bank

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To fill out this form, ensure all required fields are completed accurately. Use blue or black ink for clarity and print legibly. Be sure to sign and date the form before submitting it.

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How to fill out the Pre-Application for a Deposit Account at Ameriprise Bank?

  1. 1

    Complete all required fields.

  2. 2

    Print clearly using blue or black ink.

  3. 3

    Sign and date the form.

  4. 4

    Mail the completed form to the designated address.

  5. 5

    Keep a copy of the form for your records.

Who needs the Pre-Application for a Deposit Account at Ameriprise Bank?

  1. 1

    Individuals looking to open a new deposit account for personal finances.

  2. 2

    Joint applicants wishing to manage a shared bank account.

  3. 3

    Business partners who want to open a business deposit account.

  4. 4

    Anyone who needs to update their information with Ameriprise Bank.

  5. 5

    Existing customers transitioning to online account services.

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What are the instructions for submitting this form?

To submit this form, complete all required fields and ensure your information is accurate. Mail the signed and dated form to Ameriprise Bank, FSB at 70915 Ameriprise Financial Center, Minneapolis, MN 55474. For inquiries, call 800.862.7919 for assistance and guidance.

What are the important dates for this form in 2024 and 2025?

Note that the pre-application form must be submitted before the deadlines for the 2024 account openings, which start on January 1, 2024. Make sure to stay updated on any changes in dates for 2025 as they may impact your application.

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What is the purpose of this form?

The purpose of this form is to initiate the process of opening a deposit account with Ameriprise Bank, FSB. It allows individuals and joint applicants to provide essential personal and financial information. Upon submission, the primary pre-applicant will receive further instructions via email if approved to proceed.

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Tell me about this form and its components and fields line-by-line.

This form consists of various fields that collect personal and financial information. It includes, but is not limited to, personal identification details, citizenship, employment status, and consent declarations.
fields
  • 1. Pre-Applicant ID: Unique identifier assigned to each pre-applicant.
  • 2. First Name: The first name of the primary pre-applicant.
  • 3. Last Name: The last name of the primary pre-applicant.
  • 4. SSN: Social Security Number for identification.
  • 5. DOB: Date of Birth of the pre-applicant.
  • 6. Residential Address: Current residential address of the pre-applicant.
  • 7. Cell Phone Number: Contact number for the pre-applicant.
  • 8. Email Address: Email address for communication.

What happens if I fail to submit this form?

Failing to submit this form may result in a delay or inability to open your deposit account with Ameriprise Bank. Your pre-application will not be reviewed and you will miss out on the opportunity to proceed to the application phase.

  • Delayed Response: Without submission, you will not receive the necessary follow-up instructions.
  • Missed Opportunities: Not submitting could mean losing eligibility for specific account benefits.
  • Inaccurate Information: Incomplete forms may require resubmission, causing additional delays.

How do I know when to use this form?

You should use this form when you are interested in opening a new deposit account with Ameriprise Bank. It is required for both individual and joint applications. Ensure it is filled out completely to receive access to further account options.
fields
  • 1. New Account Opening: Use this form to start the process for a new deposit account.
  • 2. Joint Applications: Partners can complete this form to manage shared finances.
  • 3. Account Updates: Use the form to update your existing account information.

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How do I submit the completed pre-application form?

Follow the submission instructions provided in the form, typically by mail to Ameriprise Bank.

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