[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-276770-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-276770-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","letter-of-instruction-signed-letter-of-instruction","Letter of Instruction - Signed Letter of Instruction","","A signed instruction letter template for Discover, a division of Capital One, N.A., used by individual or entity requestors to submit handling instructions or requests for Specialty Account Processes. The form guides requestors through selecting the applicable process, providing individual or entity information, and detailing the request in a designated instructions section. 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Additional documents may be needed as part of each specific Process handling. This letter is applicable for use by an Individual Requestor or an Entity Requestor.  \nRequests may include:  \n• Guardian/Conservator (for management of existing Account for Ward by a court appointed Guardian/Conservator)  \n• Court Order requests for account management (including Divorce Decrees and other Orders)  \n• Trust or Trustee Maintenance (for Deposit Accounts for a Formal Trust)  \n• Other requests requiring a Signed Letter of Instruction  \nNote: • Discover may request additional documentation showing who is authorized to act pertaining to an individual, trust, estate, or other entity.  \nStep 1 Fill out the attached Letter of Instruction.  \n• If you are an Individual making the request, please complete Sections 1, 2, and 4 on the next page.  \n• If you are an Authorized Agent or Representative of an Entity, please complete Sections 1, 3, and 4 on the next page. If there are multiple Agents of an Entity, only one Agent will need to sign this form.  \n• All requestors, please use Section 4 to explain your request or provide instructions as needed. Be sure to print this Letter of Instruction and sign and date section 4 in ink.  \nStep 2 Submit the completed and Signed Letter of Instruction to Discover via your preferred method.  \n• [By Secure Document Upload: Available at Discover.com](By Secure Document Upload: Available at Discover.com)  \n• By Mail: Discover, P.O. Box 30416, Salt Lake City, UT 84130  \n• By Fax: 1-224-813-5189  \nStep 3 Provide any additional required documents as requested.  \nIf you have questions, call us at 1-866-515-5283. Our Documentation Specialists are available Monday through Friday 8am to 10pm ET, and Saturday and Sunday 10am to 6:30pm ET.  \nCustomer Information:  \nTo help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions to obtain, verify, and record information that identifies each individual and entity that opens an account.  \nWhat this means for you:  \nWe may askyou to provide your name, address, Social Security number or other Taxpayer Identification Number (“TIN”), and other information that will help us to identify you. You may also be asked to provide adriver’s license, state ID card, or other identifying documents.  \nThe undersigned hereby certify that they have the authority to act for the Entity concerning deposit account related activities regarding the Entity’s fiduciary role and agree to provide documentation upon request showing their authority. The undersigned also state that they will inform Discover if their authority to act for the Entity ends.  \n©2026 Discover, a division of Capital One, N.A., Member FDIC  \nLetter of Instruction  \nSection 1: Please choose the Process applicable to your request.  \n□ Guardian/Conservator (for management of an existing Account for Ward by a court appointed Guardian/Conservator)  \n□ Court Order requests for account management (including Divorce Decrees and other Court Orders)  \n□ Trust or Trustee Maintenance (or Deposit Accounts for a Formal Trust)  \n□ Other (please explain your request in Section 4)  \nSection 2: Individual Requestor Information  \n\n| First Name Middle Name | Last Name |  |  |\n| --- | --- | --- | --- |\n| Street Address (P.O. Boxes not accepted) | City | ____________\u003Cbr>State | Zip Code |\n| Mailing Address (if different from above address) | City | ____________\u003Cbr>State | Zip Code |\n\nSSN or TIN Date of Birth Mother’s Maiden Name  \nPrimary Phone Number** check one □ Mobile □ Landline Email Address (optional)  \n** You agree Discover, a division of Capital One, N.A., its affiliates, and agents (“Discover”) may call you, including texts, about any current or future accounts and applications, with respe","cbCaibIPxNDmeJjD","https://ap.wps.com/l/cbCaibIPxNDmeJjD","pdf",266769,"English","# Step 1\n## Complete the Letter of Instruction\n# Step 2\n## Submit the completed and Signed Letter of Instruction\n# Step 3\n## Provide additional required documents\n# Requestor Sections\n## Section 1: Choose the Process\n## Section 2: Individual Requestor Information\n## Section 3: Entity Requestor Information\n## Section 4: Additional details or instructions\n# Certification, Signature, and Disclosures","[{\"question\":\"Who should complete and sign this Letter of Instruction?\",\"answer\":\"The letter is completed by the requestor, either an Individual Requestor or an Entity Requestor. Authorized Agents or Representatives of an entity complete the appropriate sections and sign Section 4.\"},{\"question\":\"What types of requests does the form support?\",\"answer\":\"It supports requests such as Guardian/Conservator management, Court Order requests for account management (including divorce decrees and other court orders), Trust or Trustee maintenance for formal trusts, and other requests requiring a signed letter of instruction.\"},{\"question\":\"How should the completed signed letter be submitted to Discover?\",\"answer\":\"Submit the completed and signed letter via secure document upload, by mail to Discover at the provided address, or by fax to the number listed. Additional required documents may also be requested.\"}]","Letter of Instruction - Signed Letter of Instruction | PDF",1789495239]