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Forms

Do you need a form? Download it here.
Many of our commonly
used forms are available online in PDF format. To view these forms you will
need Adobe Acrobat Reader. Once you have downloaded
Acrobat Reader, please click on any of the forms below.
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Transfer
Forms (pdf
form) |
Do
you want a quick and easy way to make deposits to your Ascencia
account? Transfer money electronically from your accounts at other
banks to your Ascencia account after filling out the ACH form.
Fill out the Wire Transfer Request if your money needs to be there
today.
- Set up a single
or recurring ACH deposit authorization with the Cash
Transfer Authorization (ACH) form.
- Complete the Wire Transfer Request form
to authorize Ascencia to initiate a domestic wire from your Ascencia
account. If you are requesting an international transfer,
please fill out an International
Wire Request. Please keep in mind that charges may be applied to your account for initiating the wire transfer. Transfers
must be initiated before 4:30 pm EST on a given business day. See
our Service Fees for additional details.
- Cancel previously authorized but not yet completed single or
recurring ACH deposit authorization with the Cancel
Cash Transfer Authorization form.
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Stop
Payment Request (pdf form) |
If you need to stop payment on a check or electronic debit, please
contact our Customer Service Team by email at support@ascencia.com
or by phone at 1-877-3MYBANK (369-2265) as soon as possible. Our Customer Service Team can take your call from
8:00am to 5:00pm EST Monday through Friday.
- After speaking
with a Customer Service Representative, complete the Stop Payment Request form
and mail or fax it to us. See our Disclosures for
additional details.
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Change
Request Forms (pdf form) |
- Have
you lost your ATM/Debit card? Need to request an additional card?
Can't remember
your PIN? If you have lost your card or believe that someone may
have used your card without your authorization, please call us at
1-877-3MYBANK (369-2265). Our
Customer Service Team can take your call from 8:00am to 5:00pm EST Monday through Friday
. To request a new or an additional card, please complete the ATM/Debit Card
Add or Change Request form and mail or fax it to us.
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- Do
you need to add another owner to your account? Has your name changed
and you need
to re-title your account? Complete the Add/Change/Remove Owner form
and mail or fax it to us.
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- Do you
need to add or remove an authorized signer on your business account?
Complete the Add/Remove
Authorized Signer form and mail or fax it to us.
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- Would you like to add a Payable on Death beneficiary to your account? Please
complete the Payable on Death Agreement and mail or fax it to us.
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If your Certificate of Deposit (CD) is at maturity or about to mature
and you wish to change the term and/or deposit amount, please complete
the CD Renewal form. Please indicate how you will remit the additional
funds. To request funds from your maturing CD and allow the remainder
to renew, please indicate the amount requested and how the funds should
be sent to you. Please note: In order to comply with the USA
Patriot Act, we may need additional identifying information from you
prior to processing your renewal.
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Resolutions (pdf
form) |
If
your account is titled in the name of a business or association, please
complete the applicable form below to indicate who is authorized to sign
on behalf of your organization. If you are updating an existing resolution
and adding additional signers, please submit an Add/Remove
Authorized Signer form along with the applicable form below.
- The Corporate Resolution should be completed by our customers whose
accounts are titled in the name of a Corporation.
- Complete the Business Resolution for all other business entities,
including LLCs, Partnerships and non-profit associations.
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Certificate of Trust (pdf
form) |
We
can accept a previously prepared and notarized Certificate
of Trust,
as long as all sections that are included in our form are covered in
the existing form.
Please note that this form is used to update information on existing trust accounts. We are no longer accepting new trust accounts.
All sections
of the Certificate of Trust must be completed. Definitions of the terms
used in this form are given below:
- Grantor
- The individual who establishes or creates a trust, also called
a settlor, creator, donor, or trustor.
- Trustee
- Individual or institution that manages and administers a
trust.
- Successor
Trustee - An individual or institution taking the place of a trustee
or executor unable to continue
the responsibilities designated in the trust agreement or will.
- Beneficiary
- The person designated to receive the income from a trust, estate,
or a deed of trust.
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To view PDF documents, you must have Adobe Acrobat Reader installed on your
computer.
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Is there a form you
need but don't see here? Email us and let us know. |
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