High Yield Savings
CDs
IRAs
SupportSavings Forms
For instructions on how to upload your form, see below.
IRA Contributions & Distributions
Traditional IRA Direct Rollover
IRA Return of Excess Contribution
IRA Recharacterization Request
Learn about Individual Retirement Accounts (IRAs)
Trusts & Beneficiaries
Upload your Form Online
- Log in to your American Express Savings account.
- Select the "Account Services" tab.
- Select "Upload Files to Document Center" at the bottom of the page under the Documents and Notices section.
- Follow the directions to upload your form to the Document Submission center. Select the Document Category based on the type of form you're submitting. See the categorization of forms in the table below.
- After uploading, an Amex Customer Care Professional will review the documents and handle your request accordingly. We may attempt to reach you if the uploaded documents are illegible or if we need additional information.
Dropdown Category |
form type |
|
|---|---|---|
Affidavit of Identity |
Affidavit of Identity |
|
Account Closure |
Account Closure |
|
Account Turnover/Legal |
Deceased Letter of Instruction
Deceased Affidavit of Identity |
|
Customer Verification |
Pended App Documentation (U Bill, Bank Statement, or Copy of Identification) |
|
IRA Application to Participate |
Traditional IRA Phone Application to Participate
Roth IRA Phone Application to Participate |
|
IRA Bank-to-Bank Transfer |
IRA Bank-to-Bank Transfer |
|
IRA Contributions |
IRA Contribution Direction |
|
IRA Distributions |
IRA Distribution Request |
|
IRA Other |
IRA Recharacterization Request
IRA Return of Excess Contribution
Roth IRA Conversion Request
IRA Beneficiary Designation |
|
IRA Rollover |
Traditional IRA Direct Rollover
Roth IRA Direct QRP Rollover
IRA Rollover Election |
|
New Account Form W-9 |
New Account Form W-9 |
|
Stop Payment Deposit |
Indemnity Form (Bank Check Stop Payment & Indemnity Agreement) |
Send us Mail
In case you don’t have access to a web browser and can’t upload your documents digitally, you may send us your documents via mail:
American Express National Bank
P.O. Box 30384
Salt Lake City, Utah 84130
If you are mailing a check for deposit, please verify that it follows our check acceptance requirements.
For any correspondence related to IRA Plans, please use the following mailing address:
American Express National Bank
P.O. Box 30376
Salt Lake City, Utah 84130
Looking for something else?
About Savings
What it is, how it works and everything in between.
High Yield Savings Accounts (HYSAs)
Understanding Your Account
Quick links to get you—and keep you—on the right track.
Accessing and Managing Your Account
Transfers, Deposits & Withdrawals
Privacy & Protection
Your savings are safe with us. And so are you.
Not finding what you need? Ask us anything, 24/7.
Call 1-800-446-6307
Accounts offered by American
Express National Bank. Member FDIC. Each depositor is insured to at least $250,000 per depositor, per insured bank, per ownership category.
* The Annual Percentage Yield (APY) as advertised is accurate as of . Interest rate and APY are subject to change at any time without notice before and after a High Yield Savings Account is opened. Interest Rate and APY of a Certificate of Deposit account is fixed once the account is funded. [There is no minimum balance required to open your Account, to avoid being charged a fee, or to obtain the Annual Percentage Yield (APY) disclosed to you]
** The national rate referenced is from the FDIC's published Monthly Rate Cap Information for Savings deposit products. Visit the FDIC website for details.
1 There is no minimum balance required to open your Account, to avoid being charged a fee, or obtain the Annual Percentage Yield (APY) disclosed to you.
2 The interest rate and Annual Percentage Yield (APY) will be disclosed in your account-opening documents, which you will receive after funding your Account. The interest rate and APY for your CD will be fixed and will either be (i) the rate reflected at application submission or (ii) the rate being offered when your CD is funded, whichever is higher. All CDs must be funded within 60 calendar days from the time we approve your application or will be subject to closure. After the CD is opened, additional deposits are not permitted. Early CD withdrawals may be subject to significant penalties which could cause you to lose some of your principal. Please see the Consumer Deposit Account Agreement and Savings Schedules for additional information.
3 For purposes of transferring funds to or from an external bank, business days are Monday through Friday, excluding holidays. Transfers can be initiated 24/7 via the website or phone, but any transfers initiated after 7:00 PM Eastern Time or on non-business days will begin processing on the next business day. Funds deposited into your account may be subject to holds. See the Funds Availability section of your Consumer Deposit Account Agreement and Savings Schedules for more information.
4 Calculations are estimates of expected interest earned. Actual results may vary, based on various factors such as leap years, timing of deposits, rounding, and variation in interest rates. The first recurring deposit is assumed to begin in the second period after any initial deposit.
5 IRA Contributions are subject to aggregate annual limits across all IRA plans held at American Express or other institutions. IRA distributions may be taxed and subject to penalties based on IRS guidelines. Required minimum distribution, if applicable, is only relevant to this IRA plan and does not take into consideration other IRA plans held at American Express or other institutions. Please see IRS.gov for more information. We recommend you consult with a financial or tax advisor when making contributions to and distributions from an IRA plan account.