Get Bank Enrollment Form - Colorado Association Of Realtors

Filling out the Bank Enrollment Form for the Colorado Association of REALTORS is a straightforward process that enables financial institutions to participate in the Housing Opportunity Foundation. This guide offers step-by-step instructions to ensure a complete and accurate submission of the form online.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the enrollment form and open it for editing.
2. Begin by entering the name of the financial institution in the designated field. Ensure that the name is spelled correctly to avoid any processing issues.
3. Provide the mailing address of the financial institution. This includes the street address, city, state, and zip code. Accuracy is essential for correspondence.
4. Fill in the name and title of the authorizing officer responsible for this enrollment. This person will be the primary contact for the financial institution.
5. List the phone number and fax number of the financial institution. Ensure the format is correct for easy contact.
6. Enter the ABA number for the financial institution. This is crucial for processing payments and will be used by CARHOF.
7. Indicate whether the financial institution requires a minimum amount to open a CARHOF account and a minimum balance to earn interest by checking the appropriate box and filling in the amounts, if applicable.
8. If an existing account is being converted to an interest-bearing account, indicate whether new signature cards are required and whether the existing account number will change.
9. Select the remittance schedule for interest payments by marking either monthly or quarterly.
10. Indicate if CARHOF has permission to list the financial institution and a contact person on their website, and provide the name of the contact person if applicable.
11. The authorized officer should sign and date the form to confirm the submission. Review all entries for accuracy before proceeding.
12. Once you have completed the form, you can save your changes, download the document, print it, or share it as needed.

Complete your enrollment promptly by filling out the Bank Enrollment Form online today.