New Accounts – Consumer

Last Updated Tool Name
04/02/2026 BSA/AML/CFT & OFAC Compliance Policy (Streamlined)
04/02/2026 BSA/AML/CFT & OFAC Compliance Policy
04/02/2026 Deposit Account Closing Form
03/27/2026 FDIC Insurance – Financial Institution Employee’s Guide to Deposit Insurance (Link)
03/10/2026 BSA/AML/CFT/OFAC Training
03/04/2026 Online and Not In-Person Checklist for Compliance Concerns
01/28/2026 Regulation CC Funds Availability Calculator – 2025 Thresholds Version
08/28/2025 Adverse Action Review Checklist for Deposit Accounts
06/30/2025 Regulation CC Funds Availability Calculator
04/10/2025 Minor Account Summary Cheat Sheet
01/03/2025 Regulation CC Funds Availability Reference Guide
01/03/2025 Regulation CC Policy
01/03/2025 Regulation CC Expedited Funds Availability Checklist
01/03/2025 Regulation CC Availability of Funds and Collection Of Checks Training
01/01/2025 Regulation D Policy
01/01/2025 Regulation DD Policy
01/01/2025 Verification Procedures for Change of Address or Account Information Requests
01/01/2025 Cash Items Audit Worksheet
01/01/2025 Customer Identification Program (CIP) Risk Assessment Worksheet
01/01/2025 Notice of Action Taken for Deposit Accounts – Adverse Action
01/01/2025 Privacy Policy
01/01/2025 Sign-Patriot Act Notice with the Beneficial Ownership-Bank Edit
01/01/2025 Sign-Patriot Act Notice with the Beneficial Ownership
01/01/2025 FDIC Insurance Calculator (Link)
01/01/2025 Regulation CC Deposit Hold Notice
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