If you are a former Berkshire customer with an Individual Retirement Account (IRA) or Health Savings Account (HSA), please note: your account transitioned to Pathfinder Bank following the Berkshire East Syracuse branch acquisition. To keep your account active, you must complete the IRA Amendment Acknowledgement form as soon as possible.

What You Need to Know:

• This form is required to comply with regulatory mandates.
• Failure to submit the signed form by the deadline will result in account closure.

How to Complete the Form:

1. Download the Form: If you misplaced your mailed copy, request a secure digital copy via email, or pick one up at any Pathfinder Bank branch.
2. Return the Form:
• Email: Submit it securely through DocuSign.
• In-Person: Drop it off at any Pathfinder Bank branch.

Need Help?

Contact us at 315-343-0057, stop by a branch, or fill out a contact us form for assistance or to request a new form.

Thank you for your prompt attention to this matter.