Resource library

You’re saving to make memories that enrich your life and the lives of those you love. Bread Savings is here to make sure you get there as quickly as possible. That means providing the resources and tools you need to make managing your wealth easy now, so you can get back to planning the moments that truly matter.

ACH Stop Payment Request Form

Stop an outgoing ACH transaction.

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Affidavit for Fraud

Report a fraudulent transaction on your Bread Savings account when the disputed transaction was originated by the Bank under your assumed instruction.

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Change of Information/Add Joint Owner Form

Change personal information or add a joint owner.

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Direct Deposit Request Form

Arrange to have funds automatically deposited into your Bread Savings High-Yield Savings Account (HYSA).

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Dispute Form

Dispute a transaction on your Bread Savings account.

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Domestic Wire Transfer Form

Request a wire transfer from your Bread Savings account to an outside financial institution.

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Payable-On-Death Beneficiary(ies) Designation/
Change Form

Add a beneficiary(ies) to your Bread Savings account.

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Power of Attorney Affidavit

Add a POA to your Bread Savings account.

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W-9 Certification

Fill out a standard IRS W-9 Request for Taxpayer Identification Number and Certification.

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Written Statement of Unauthorized Debit (WSUD)

Request a return for a debit you claim to be unauthorized, revoked or improper when the disputed transaction is an ACH debit (to the Bank account) that we did not originate.

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