To transfer an account is easy!
Call (847) 259-7272
-OR-
Print the form, fill out all information, and fax, e-mail, or send completed forms to us:
- Download the Transfer Forms – Click Here
- Fill Out the Transfer Forms
- Send us your completed form along with a copy of your statement from the account to be transferred. This statement must be within the last 90 days.
Deliver completed applications by:
Fax to: (847) 259-7273
Email to: NewAccounts@72Financial.com
Mail to:
72 Financial
2 S Dunton Ave
Arlington Heights, Illinois 60005
Don’t forget to sign forms and send copy of account statements to be transferred
*If you don’t already have an account with us, you will need to Open a New Account.
