DDA/SAV Maintenance Requests
Truist Teammate Email Address
For Multiple Account Requests attaching a file is required
Is this a single or multiple account request?
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Multiple Accounts
Single Account
Request Type
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DDA/SAV Maintenance
DDA IDA Maintenance
DDA/SAV Bankruptcy Trustee
DDA/SAV Class Code Change
Product Type Changes
Rate/Prime Code Maintenance
Product Type Changes
DDA/SAV Maintenance
DDA/SAV Purge
DDA IDA Maintenance
DDA/SAV Bankruptcy Trustee
DDA/SAV Class Code Change
Rate/Prime Code Maintenance
Refer OD Fees to Analysis
Remove Refer OD Fees to Analysis
Research Request
Truist One Downgrade Type Change
Product Type Changes
Product Type Changes Request
DDA/SAV Maintenance
Do not use this option for Type Changes, Purge Requests or Class Code Changes. This option and form not to be used to request CIF Maintenances, including name, address and/or relationship changes.
DDA/SAV Purge
Upon receipt of this request, purge request cannot be completed until account has been on the system three (3) business days
DDA IDA Maintenance
Complete these fields when a savings account is participating in the Individual Development Account Program
DDA/SAV Bankruptcy Trustee
Refer to BOM section Bankruptcy for procedures.
DDA/SAV Class Code Change
Use this option for Class Code change only. If CIF Maintenance is also involved, please use applicable CIF Template in lieu of this request.
Was the account open prior to July 18, 2022
Yes
No
Client Current Account Type
Please select...
Truist Confidence Account
Truist One Checking
Truist One Savings
Truist One Money Market
New Product Type Options
Please select...
Bright Checking
Fundamental Checking
Bright Checking
Fundamental Checking
Truist Savings
Truist Money Market
Stop! Customer does not qualify for downgrade.
Account Number
Client Name
Approving Manager Email Address
Cost Center Name
Cost Center Number
Trustee
New Account Type Code
Account Owner
Bankruptcy Chapter
Case Number
District
New Class Code
New Class Code
Reason for Purge
Type of Maintenance
Name of Sponsoring Organization
Comments
Requests received after 4:00pm (EST) will be processed the following business day
Multiple Account Attachments
Attachments
Contact Information