APPLICATIONS

Securities-Backed Line of Credit Application - Please work with the client(s) to fill out the application completely.  Incomplete applications will delay processing and may be returned.

Additional Information Required For:

• Business Applications - Work with our underwriting team to determine documentation requirements.  
• Trust Applications - Trustee Certification/Affidavit for SBLOCs - There are additional components of the SBLOC account-opening process when trusts are involved that financial advisors need to know.  Following the guidelines outlined in the Quick Card for Trusts can help expedite account opening and activation.

FORMS

Available for electronic signature through DocuSign.  Process MUST be initiated by a Bancorp representative.  Clients can contact us at 855.812.5363 to get started.

• ACH Loan Payment Authorization Form

General Forms

ACH Loan Payment Authorization Form

Affidavit of Forged or Altered Check  

Affidavit of Unauthorized ACH

Change of Contact Information 

Change Third-Party Statement Recipient

Interest Capitalization Form 

Resolution of Facsimile

Stop Payment

Treasurer's Check Request Form For Securities-Backed Line of Credit 

Wire Request for Line of Credit (Domestic & International) - Form is available to clients through DocuSign® for a paperless experience.