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BMO Alto may ask a customer to complete the Customer Identity Declaration Form when additional security steps are required to authenticate the customer. If BMO Alto requests that you complete the form, you will need to:
BMO Alto Online Savings Account: Our no-fee, online-only savings account with a great interest rate. BMO Alto Online Certificates of Deposit (CDs): Our online-only CD with a fixed interest rate.
The date of death letter may only be requested by the decedent account’s authorized representative: joint account owner, payable on death beneficiary, executor, estate administrator, or small estate beneficiary.
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1 day ago · Maximize your money with our high-yield online savings account that offers great interest rates, no fees and no required balance or minimum deposit.
1 day ago · Our high yield online Certificates of Deposit guarantees a return on your savings. Access great interest rates on deposits with no monthly fees at BMO Alto.
Account Settlement Directions The BMO Alto Letter of Direction describes how an authorized representative would like BMO Alto to settle the decedent’s account.
The purpose of this BMO Alto Power of Attorney (“Power of Attorney”) is to give your designated “Agent” broad powers to handle any BMO Alto account specified by you, even without your consent or any advance notice to you.
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Earn high interest with our online-only savings account and certificates of deposit (CDs). Get great rates and pay zero monthly fees with BMO Alto.
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