Forms

Last Updated Tool Name
01/01/2024 BSA Money Service Business Assessment Form
01/01/2024 Bait Money Log
01/01/2024 Regulation B Notice of Intent to Apply for Joint Credit
01/01/2024 Regulation B Notice of Intent to Apply for Joint Credit – Business Credit
01/01/2024 Affidavit of Identity
01/01/2024 Regulation O Annual Survey
01/01/2024 ACH Direct Payment Authorization Form
01/01/2024 ACH One-Time Direct Payment Authorization via Telephone
01/01/2024 ACH Direct Deposit Authorization Form
01/01/2024 ID Theft Program/Red Flag Verification Form
01/01/2024 Authorization to Communicate with Third-Party
01/01/2024 Combined Mortgage Servicing Transfer Notice
01/01/2024 Electronic Statement Disclosure Agreement Form
01/01/2024 BSA Exemption Review Form
01/01/2024 Flood Notice of Special Flood Hazard Designation Due to FEMA Map Revision
12/29/2023 Affidavit for Check Forgery
12/19/2023 Asset & Liability Management (ALCO) Committee Charter
12/13/2023 Safekeeping/Inventory Record
12/05/2023 FDCPA Form B-1 Model Validation Notice Template
11/30/2023 Stop Payment Authorization Form
09/14/2023 Hold Harmless/Indemnity Agreement
09/12/2023 Treasury Management Services Authorization Form
08/08/2023 Wire Transfer Drawdown Authorization Agreement
08/01/2023 Marketing Services Agreement Template
07/27/2023 RESPA Loss Mitigation Flowchart