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Verification of Account

Ordering a verification of account is easy. You will receive information that suits your particular needs in about three business days.

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Please Fax requests to 1-406-237-2931

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Guidelines

There are three important things to consider when ordering a Verification of Account

Security

Account Numbers - You must provide complete account numbers. An invalid or incomplete account number will generate an error notice, so please check the account numbers for accuracy.

Customer Authorizations - Unless the account owner(s) has signed and dated the authorization section on the Verification of Account form, your request will be returned to you.

Clarity
  • For faster processing, please complete the form on your computer before printing.
  • Forms must be legible — illegible forms will be returned.
  • Do not use a highlighter. If the highlighted areas include account numbers or authorizations, we cannot assume these are accurate; your request will be returned with an error notice.
Convenience

It is not necessary to send a fax cover sheet when using our form. All requests will be returned by fax. Our automated servers will attempt to fax the Verification of Account to the return number listed on your request. To avoid delays, please include an accurate and legible fax number on your request.

Frequently Asked Questions