Form H1299, Request for Joint Bank Account Information

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Effective Date: 11/2017


Updated: 8/2001


To request information about joint bank accounts from a client who wishes to disprove ownership of all or part of the funds in the account.


When to Prepare

Complete Form H1299 when a client wishes to disprove ownership of funds in a joint bank account.

Number of Copies

Complete only an original.


Send Form H1299 to the client or responsible party.

Form Retention

Keep Form H1299 in the case record for three years after the case is denied.


Address — Self-explanatory.

Date — Self-explanatory.

Eligibility Worker — Self-explanatory.

Office Address, Telephone Number — Self-explanatory.