Name and address of the bank or financial institution: 4. In order to assist the financial institution in identifying and locating the account(s) to be levied.Below you will find links to useful forms and documents for easy and convenient access. Step 1 Fill out the attached Letter of Instruction. •If you are an Individual making the request, please complete Sections 1, 2, and 4 on the next page. Purpose: To instruct suppliers on how to request ACH enrollment and how to update their existing ACH information. When you open a bank account for the estate, the account name must indicate that it is an estate account and not your personal account. You can find your ABA routing number and your Bank of America account number in Online Banking or on the mobile app. Want us to walk you through it? Your letter from the IRS will have specific instructions about what you need to do.