Escrow Services Processing Forms

Download the allocation and IRS forms you need to effectively manage your escrow accounts. 

Download Allocation Form (PDF) ›

Allocation Form for Non-Escrow Online Clients

Non-Escrow Online clients can 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

Download Escrow Allocation Form (PDF) ›

Required 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.

Save time by accessing your accounts using Escrow Online.

Enroll today to manage sub-accounts and allocate funds online. To enroll in Escrow Online, please call the Commercial Service Team at 1-800-724-2240, Monday–Friday 8am–6pm ET, and we'll arrange for you to see a demo with one of our Treasury Management Consultants. You may also contact your dedicated M&T Relationship Manager or local Branch Representative if you're already an M&T client.

Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact an M&T representative for full details.