Get Account Holder Official Authorization List - Frbservices.org - Frbservices

The Account Holder Official Authorization List is a vital document for financial institutions, allowing authorized individuals to transact on behalf of the institution. This guide provides clear, step-by-step instructions to help users complete the form accurately and effectively.

Follow the steps to fill out the Account Holder Official Authorization List correctly.

1. Click the ‘Get Form’ button to access the Account Holder Official Authorization List and open it in your preferred online document editor.
2. Fill in the financial institution name, routing (ABA) number, effective date, street address, telephone number, city, state, and zip code in the designated fields.
3. Identify the authorizing officer by providing their name and title as specified in Paragraph 2 of your institution's authorizing resolutions. Ensure they sign in the provided signature field.
4. Complete the authorizing officer’s personal details, including their first name, middle initial, last name, suffix, phone number, and email address.
5. If required, a notary public must authenticate the authorizing officer’s signature. Fill in the state and county, and ensure the notary public signs and dates the document, including their seal.
6. Proceed to fill out the certifying official section if Paragraph 2 identifies authorized officers by title only. The certifying official must be an officer of similar or higher rank.
7. The certifying official should fill in their printed name and title, and then sign the document. Include their authentication details by a notary public as done previously.
8. List the individuals authorized to transact business on behalf of your institution by filling out their names, titles, contact details, and signatures, along with any limitations to their authority.
9. The authorizing officer must sign each page of the Official Authorization List. If additional signers need to be listed, repeat the preceding steps on additional pages.
10. After completing all required fields, save changes to the form, and consider downloading, printing, or sharing it as necessary.

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