Get Authorization Designation - Cuna Mutual Group

The Authorization Designation document is essential for businesses to designate authorized individuals who can represent them in banking transactions. This guide provides clear, step-by-step instructions to assist users in completing the form accurately online.

Follow the steps to complete the Authorization Designation form.

1. Press the 'Get Form' button to obtain the Authorization Designation form and open it in your preferred online editor.
2. Enter business member information. This includes your member/account number, the location of the principal office, and indicating how the organization was formed. Additionally, check any relevant boxes regarding attached authorization documents and enter their effective date, if applicable.
3. If there are resolutions attached, execute the appropriate adoption section. Choose either the 'Adopt by vote' section if the resolutions were voted on, or the 'Adopt by written consent' section for unanimous consent. Ensure you do not execute both sections. If using the vote section, the custodian of records must sign and date it.
4. In the section for authorizing share/deposit accounts, specify the authority granted to authorized persons. Print or type the required date and indicate the number of authorized persons required for transactions. If left blank, only one signer will be needed.
5. List the names of individuals authorized to manage share/deposit accounts and gather their signatures in the designated area.
6. Check the authorization designation section to clarify the impact of this document on any previous documents submitted. This includes options such as whether this is the first authorization or if it revokes prior documents.
7. For borrowing authority, repeat the similar process: print or type the required date, specify the number of authorized signers for loan transactions, and list their names and signatures as required.
8. In the final check section, indicate how this borrowing authorization relates to previous authorizations. If no boxes are checked, it will be assumed this document revokes all prior borrowings.
9. Once all sections of the form are completed, users can save the changes, download a copy, print the form, or share it as necessary.

Start filling out the Authorization Designation - CUNA Mutual Group form online today!