Get Bank Account Authorization Form

Filling out the Bank Account Authorization Form online is a straightforward process that ensures your troop can manage financial matters effectively. This guide provides a detailed walkthrough of each section of the form, making it accessible for all users, including those with little legal experience.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your troop's name in the designated field. This official title helps identify your troop in correspondence and bank dealings.
3. In the ‘Troop #’ section, specify your troop number accurately to avoid any confusion with other troops.
4. Fill in your service unit’s name, which is necessary for organizational purposes.
5. Provide your email address in the ‘E-MAIL ADDRESS’ field. Ensure that it is an account you regularly access for important communications.
6. Complete your mailing address, including street, city, state, and ZIP code, to facilitate any correspondence.
7. Input your daytime and evening phone numbers, allowing the bank or council office to contact you when necessary.
8. In the ‘To: Bank Official’ section, leave space for the officer's name who will be managing your account.
9. List the bank name where you wish to establish the account, along with their phone, fax, and address details.
10. Enter the account number once it is assigned, and provide the current balance of the troop's fund.
11. Follow the instructions for the bank official and troop finance agreement sections, ensuring all guidelines are noted.
12. List the names and addresses of two authorized signers on the account, ensuring they are unrelated adults.
13. After completing the form, review all fields for accuracy before saving changes. You can then download, print, or share the form as needed.

Complete your Bank Account Authorization Form online today to ensure your troop's financial activities are streamlined.