Forms and applications are available online through the Account Wizard at www.eWealthmanager.com. If during the application review we request additional verification, please refer to our list of approved documents.  

FORMS

Available for electronic signature through DocuSign. Process MUST be initiated by a Bancorp representative.  Contact Client Success  at 877.648.4896 to get started. 

• ACH Loan Payment Authorization 
• 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 
• Treasurer's Check Request Form for Line of Credit 
• Trustee Certification/Affidavit for Line of Credit
• Wire Request Form for Line of Credit (Domestic & International)

TOTALCASH MANAGER FORMS

• TotalCash Manager Access Authorization Agreement 
• TotalCash Manager  Request to Change TCM Administrator