Escrow Services Processing Forms
Download the allocation and IRS forms you need to effectively manage your escrow accounts.
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
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.