Front Line Forms
account opening process & checklist
account opening remotely checklist
account types offered by members 1st
account close out agreement - use to find out an account was closed.
affidavit of fraud for debit or credit card
1) improper use of ach transactions
2) unauthorized ach transactions
atm dispute forms, use when someone has an issue at any atm.
call 24 info and instructions
cash over/short log
change of address
check ordering form
credit dispute sample letter
currency transaction report for front line
debit card daily limit increase request form
debit card log sheet for temporary limit increases
deposit hold notice (reg cc)
deposit slips
direct deposit letters
eft electronic funds disclosure
employee restricted accounts - family accounts to which you should not have access.
Front Line Forms, continued
fax cover sheet
fee schedule
funds availability
funds distribution
heloc avance request form
large cash withdrawal affidavit
line of credit close out form
line of credit limit increase request
loan payment authorization
membership & account agreement
membership questionnaire (risk assessment)
money order log for binder
new products & other services sub- account & product checklist
night drop and mail log sheet
online banking disclosure
opt in form - what you need to know
overdraft transfer enrollment form
payment/payroll distribution form
plastic card & pin replacement form
privacy notice
pto request - time off request
request for visa release funds on secured visa card
substitute checks and your rights
suspicious activity report for tellers and staff (sars)
Front Line forms, continued
score card reward enrollment
skip a pay form
social media parental/guardian form
ssa 89a form, for member to sign for ssn verification through data verify - if needed
ssa 89 for minors to verify ssn
stop payment form
teller audit form
teller over/short counseling form
teller totals worksheet
time sheet
travel notification for debit or credit card
truth in savings disclosure - shares
truth in savings disclosure - cds
truth in savings - youth accounts
vault audit worksheet
vault ledger / log ofor buys and sells
vault dual control log in sheet for downstairs
visa limit increase request
wire incoming form
wire incoming - information to tell a member how to end funds here.
wire outgoing form - to fill out
withdrawal slips
Loan Department Forms
loan application
payoff authorization...when a member is paying off outside loans and/or cards
title release letter template
vsi addendum form for vehicle loans
Mortgage Specific Forms
Forms needed to process mortgage applications.
Visa Credit Card forms

Other Forms Needed

QC forms for loans
Collection Forms

Other important Forms

ADDRESS
10 Browne Court Brattleboro, VT 05301
Mailing address
PO Box 8245Brattleboro, VT 05304
Hours of Operation
Drive Up Window Monday-Friday, 8 a.m. to lobby close time
NMLS #794284 Routing Number 211690953
Lobby
Monday-Wednesday, 9 a.m.-4 p.m. Thursday, 9 a.m.-5 p.m. Friday, 9 a.m.-6 p.m.
PHONE
FAX
(802) 257-5837
Email
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