Banking Spectrum

Banking Forms, Reference Guides & Brochures

Banking Spectrum offers a complete line of forms needed to process retail banking transactions. Our forms are available as stock items, or as part of our Electronic Forms Package, which can be used on your bank’s platform system. Where necessary, particular forms comply with New York State or New Jersey banking requirements. Our operations forms are complemented by reference guides for branch personnel and customer information brochures.

Banking Forms:

Personal Account Signature Card
Business, Non-Personal Account Signature Card
Durable Power of Attorney
Non-Durable Power of Attorney
Springing Power of Attorney
Affidavit of Deceased Person
Stop Payment – Bank Checks, Certified Checks or Money Orders
Stop Payment – Personal Checks
Revocable (Totten) Trust Agreement – Individual
Revocable (Totten) Trust Agreement – Joint
Safe Deposit Box Rental Agreement
Individual to Joint Account Amendment
UGMA to UTMA Conversion Authorization
UTMA Successor Custodian Designation
Affidavit and Self-Executing Waiver
Corporate Resolution
Partnership Certification
Sole Proprietor Certification
W-9 Certification

Additional forms may be customized for your institution’s specific needs.

Reference Guides

Requirements for the Payments of Accounts of Deceased Depositors
FDIC Insurance Coverage At A Glance

Brochures

UGMA Brochure
ATM Security Brochure
FDIC Coverage After a Merger Brochure
FDIC Coverage on Your (various) Accounts
Direct Deposit of Your Tax Refund