admin:directors
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admin:directors [2019/04/18 19:17] – 00739 | admin:directors [2019/04/18 19:19] (current) – 00739 | ||
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- Obtain AGM meeting minutes explicitly indicating the change (i.e. lists who to remove, who to add, and who to keep the same) | - Obtain AGM meeting minutes explicitly indicating the change (i.e. lists who to remove, who to add, and who to keep the same) | ||
- Fill in the Business Account Resolution - Signing Authorities form as follows: | - Fill in the Business Account Resolution - Signing Authorities form as follows: | ||
- | - This form acts as your resolution for approved signers on the account. | + | |
- | - In section 2, fill in all the names of members of the board | + | - In section 2, fill in all the names of members of the board |
- | - In section 3 please note all who have signing authority on the account, along with their title within the organization (i.e. Director). Please also note by ticking Y or N of they are an officer (Tick Y). | + | - In section 3 please note all who have signing authority on the account, along with their title within the organization (i.e. Director). Please also note by ticking Y or N of they are an officer (Tick Y). |
- | - In section 4 you will designate the number of signers required to give instructions regarding the account and those required to sign forms. | + | - In section 4 you will designate the number of signers required to give instructions regarding the account and those required to sign forms. |
| | ||
- | - Fill in the Business Signature Form as follows:< | + | - Fill in the Business Signature Form as follows: |
- | - This form is the " | + | - This form is the " |
- | - Please have all signers sign this form and include their title within the organization | + | - Please have all signers sign this form and include their title within the organization |
- | </ | + | |
- | - Fill in the Business Account Signing Authority ID form as follows:< | + | - Fill in the Business Account Signing Authority ID form as follows: |
- | - This form is to be filled out by any new member being added as a signer. | + | - This form is to be filled out by any new member being added as a signer. |
- | - There is a section for two valid pieces of identification to be entered. | + | - There is a section for two valid pieces of identification to be entered. |
- | - Please do not sign this form until you are in the presence of a Vancity representative who will witness your signature and sign the document as a witness. | + | - Please do not sign this form until you are in the presence of a Vancity representative who will witness your signature and sign the document as a witness. |
You can get a Vancity representative at ANY Vancity branch to witness your signature, but you MUST instruct them where to send your form (see below for our Account Manager) **Exception: | You can get a Vancity representative at ANY Vancity branch to witness your signature, but you MUST instruct them where to send your form (see below for our Account Manager) **Exception: | ||
IF at least 3 signers are remaining on the account, the ID form will not need to be verified by a Vancity representative, | IF at least 3 signers are remaining on the account, the ID form will not need to be verified by a Vancity representative, | ||
- | </ | + | |
- Return all signed original forms, a copy of the AGM minutes, and (if fewer than 3 signers are remaining on the account) a letter signed by two of the previous signers authorizing the act of changing of signers to our Account Manager or the Coordinator (receptionist) at our Account Manager' | - Return all signed original forms, a copy of the AGM minutes, and (if fewer than 3 signers are remaining on the account) a letter signed by two of the previous signers authorizing the act of changing of signers to our Account Manager or the Coordinator (receptionist) at our Account Manager' | ||
admin/directors.txt · Last modified: 2019/04/18 19:19 by 00739