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 Line of  Credit - 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 should contact Client Success at 855.407.6192 to get started.

• ACH Loan Payment Authorization Form

General Forms

Affidavit of Forged or Altered Check
Affidavit of Unauthorized ACH
Change in Terms
Change of Contact Information
Change Third-Party Statement Recipient
Interest Capitalization Form
Resolution for Facsimile 
Stop Payment
Treasurer's Check Request Form For Line of Credit
Trustee Certification/Affidavit for Line of Credit
Wire Request for Line of Credit (Domestic and International) - Form is available to clients through DocuSign® for a paperless experience.