Required Processing Forms
M&T Escrow Services Allocation Form (Non-Escrow Online Clients)
Use the M&T Escrow Services Allocation Form to
- Open sub-accounts
- Allocate funds from the master account to sub-accounts
- Allocate funds from sub-accounts to the master account
- Close sub-accounts
- Edit sub-account information
W-9 or Applicable W-8 Forms
Please visit the IRS website to obtain valid Taxpayer Identification Number and Certification forms, as these forms are subject to future revisions.
If you have questions, please contact your dedicated M&T Relationship Manager or contact the M&T Commercial Service Team at 1‑800‑724‑2240 Monday through Friday between the hours of 8am and 6pm ET.