Downloading a Form to Your Computer

Fillable forms cannot be viewed on mobile or tablet devices. Follow the steps below to download and view the form on a desktop PC or Mac.

  1. Right Click for PC or Ctrl + Click for Mac on the PDF link and click “Save link as” from the menu.
  2. Select the folder you want to save the file in and then click "Save."
  3. Navigate to the folder you saved the file in and Right Click for PC or Ctrl + Click for Mac, then select "Open With" from the menu and select Adobe Acrobat Reader DC.

    Note: Open the PDF file from your desktop or Adobe Acrobat Reader DC. Do not click on the downloaded file at the bottom of the browser since it will not open the PDF in Adobe Acrobat Reader DC. It will try to open the file in the browser that results in the same browser error message.

    If still having trouble viewing or downloading a form, click here.

Effective Date: 
11/2017

Documents

Instructions

Updated: 8/2001

PURPOSE

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.

PROCEDURE

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.

Transmittal

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.

DETAILED INSTRUCTIONS

Address — Self-explanatory.

Date — Self-explanatory.

Eligibilty Worker — Self-explanatory.

Office Address, Telephone Number — Self-explanatory.