Downloadable PDF Forms
We offer the following forms for you to view and print.
- Fiduciary Form PDF (35 KB, 1 page)
- Electronic Transfer Authorization (ACH) PDF (60 KB, 1 page)
- Explanation of Foreign Status PDF (146 KB, 1 page)
- Required Minimum Distribution Suspension PDF (16 KB, 2 pages)
- Scheduled IRA Distribution PDF (204 KB, 2 pages)
- W-8 PDF (67 KB, 1 page)
- Instructions for W-8BEN PDF (181 KB, 8 pages)
- W-9 PDF (250 KB, 4 pages)
The following forms need to be notarized before submission.
- Account Title Change PDF (28 KB, 2 pages)
- Affidavit/Certification of Effectiveness of POA PDF (29 KB, 1 page)
- Change in Designation of Beneficiary PDF (122 KB, 1 page)
- Charitable IRA Distribution PDF (53 KB, 2 pages)
- Depository Account Resolution PDF (67 KB, 2 page)
- Indemnification Agreement PDF (8 KB, 1 page)
- Lost Check Affidavit PDF (42 KB, 1 page)
- NY - In Trust For Designation PDF (32 KB, 1 page)
- One Time IRA Distribution PDF (210 KB, 2 pages)
- Payable on Death PDF (33 KB, 1 page)
- Wire Transfer Form PDF (78 KB, 2 pages)
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KeyDirect is a business segment within KeyBank National Association.
KeyDirect offers great interest rates directly to consumers and businesses in 39 states and the District of Columbia but not AK, CO, ID, KY, ME, NY, OH, OR, UT, VT, or WA. If you currently reside in one of these 11 other states, please visit KeyBank at one of more than 1000 KeyBank branches or visit www.Key.com to see what rates are available in your area. Not all accounts available in all states. Please note that if you reside in IN and MI you can choose to bank either via the KeyDirect web site or call center, or through your local KeyBank branch or Key.com
Key.com is a federally registered service mark of KeyCorp.
KeyBank is Member FDIC.