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Account Services

This chart shows the methods by which the client or Financial Professional may request account services and account maintenance tasks. Any authorized signer on the account may submit any type of request. A Financial Professional assigned to the account may submit requests only as described below.  Note: “LOI” refers to signed Letter of Instruction which has been signed by any authorized signer or the Financial Professional where specified below. 

Request Type        

Client                                          

Financial Professional

Demographic Updates,
e.g., name, address, phone, email address

Online Banking (excludes name update)
Verbal to Bank
LOI
Form 
Name updates require additional documentation of the legal name change.

Verbal to Bank
LOI
Name update requests are not authorized.

Change Third-Party    Statement Recipient

Verbal to Bank
LOI
Form

LOI
Form

 

Statement Copy

Verbal to Bank
LOI

Verbal to Bank
LOI

Check Order

Verbal to Bank
LOI
(LOI is needed if mailing to a different address)

Verbal to Bank
LOI (provided no address change was processed with 30 days of request; mailing of checks to an alternate address is not authorized)

Check Copy

Verbal to Bank
LOI

Verbal to Bank
LOI
(provided no address change was processed within 30 days of request)

Stop Payment on a Check

Online Banking 
Verbal to Bank
LOI
Form (must follow up with Form within 14 days otherwise order is not binding upon Bank)

Verbal to Bank
LOI (client must follow up with Form within 14 days otherwiese order is not binding upon Bank)

Stop Payment on ACH

Form

Not Authorized

Cancel Stop Payment LOI

LOI 

Treasurer's check 

LOI
Form 

Not Authorized

Wire Transfer

Verbal to Bank (must have Standing Wire Instructions on file with Bank)
Form  

Not Authorized

Initiate External Funds Transfer

Online Banking
LOI 

Not Authorized

Interest Capitalization

Form

Not Authorized 

Change in Terms Request

Form

Form