How to Add Someone to My Chase Checking Account
Adding someone to your Chase checking account can be a convenient way to manage finances together or share access to your account. Whether you’re planning to add a joint account holder, a signatory, or an authorized user, Chase provides a straightforward process to make this happen. In this article, we will guide you through the steps to add someone to your Chase checking account.
Step 1: Gather Required Information
Before you begin the process of adding someone to your Chase checking account, make sure you have the following information ready:
– The full name, date of birth, and Social Security number of the person you want to add.
– The account number and routing number of the Chase checking account you wish to add the person to.
– Identification documents, such as a driver’s license or passport, for both you and the person you want to add.
Step 2: Visit a Chase Branch
The simplest way to add someone to your Chase checking account is by visiting a Chase branch in person. When you arrive at the branch, inform the customer service representative that you would like to add an account holder, signatory, or authorized user to your account. They will guide you through the process and collect the necessary information.
Step 3: Complete the Joint Account Holder Application
If you are adding a joint account holder, you will need to complete a joint account holder application. This document will require both you and the person you are adding to provide personal information, sign the application, and agree to the terms and conditions of the joint account.
Step 4: Complete the Signatory or Authorized User Application
If you are adding a signatory or authorized user, you will need to complete a separate application for that role. This application will require the person you are adding to provide their personal information and sign the application. The signatory will have full access to the account, while the authorized user will have limited access.
Step 5: Submit the Application
Once you have completed the necessary applications, submit them to the Chase branch representative. They will review the applications and, if everything is in order, process the request to add the person to your checking account.
Step 6: Wait for Approval
After submitting the application, Chase will review it and notify you of the approval status. This process may take a few days, depending on the complexity of the account and the information provided.
Step 7: Notify the Person You Added
Once the person you added has been successfully added to your Chase checking account, make sure to notify them of the change. Provide them with any necessary account information, such as the account number and routing number, so they can manage the account as needed.
In conclusion, adding someone to your Chase checking account is a simple process that can be completed by visiting a Chase branch and providing the necessary information. By following these steps, you can ensure a smooth and hassle-free experience for both you and the person you are adding.
