DEPOSIT APPLICATIONS

• Individual/Joint Application
• Trust Application
• Entity Application

SECURITIES-BACKED LINE OF CREDIT (SBLOC) APPLICATIONS

• SBLOC Application are available in TALEA®. 
• To access TALEA, use the single sign-on-enabled link, if available, on your advisor home page.  To learn more about getting started with TALEA and navigating the portal, download the TALEA Quickstart Guide.

• To access TALEA, register for direct login credentials at talea.thebancorp.com/registration. To learn more about getting started with TALEA and navigating the portal, download the TALEA Quickstart Guide.

FORMS

DocuSign forms available to clients for electronic signature with the assistance of a Client Success team member. 

• ACH Loan Payment Authorization
• Wire Request Form for Deposit Accounts - International

Electronic signature through DocuSign. 

• Wire Request Form for Line of Credit - Domestic  
• Wire Request Form for Deposit Accounts - Domestic

   General

• Affidavit of Forged or Altered Check
• Affidavit of Unauthorized ACH 
• Change of Contact Information
• Change Third-Party Statement Recipient
• Resolution of Facsimile
• Stop Payment
• Wire Instructions - Incoming Domestic & International
• Wire Instructions - Outgoing Domestic & International
• Wire Transfer - Standing Instructions Form (Domestic)

   Deposit

• Account Closure Request
• Additional Owner Form
• ATM/Debit Card Dispute Form
• Corporate Resolution
• Deposit Tickets
• Internal Funds Transfer Request
• Limited Liability Resolution
• Partnership Resolution
• Payable on Death (POD) Beneficiary Designation Form 
• Power of Attorney
• Remove Account Signer
• Trust Certification Form
• Wire Transfer Agreement
• Wire Request Form for Deposit Accounts - Domestic
• Wire Request Form for Deposit Accounts - International

   Securities-Backed Line of Credit

• ACH Loan Payment Authorization
• Auto Payment Authorization - Internal
• Change in Terms
• Interest Capitalization
• Siganture Card
• Treasurer's Check Request Form for Line of Credit
• Trustee Certification/Affidavit for Line of Credit
• Wire Request Form for Line of Credit (Domestic and International) - Form is available to clients through DocuSign® for a paperless experience.