Getting Signers Added and/or Removed on Booster Club Bank Accounts
Below are the steps to changing signers at US Bank. If your signers are staying the same, no action is needed. If one signer is changing, ALL SIGNERS need to complete the below process, including current signers staying on.
Step 1:
- Fill out Google Form below, providing information on all account signers.
- Please designate ONE person within your booster club (usually Treasurer) to fill out the form on your group’s behalf. Please list all current signers on the form. Booster groups need at least 2 signers.
Step 2:
From the information obtained via the Google Form, the Super Booster Treasurer will complete, sign, and send over Minutes to the bank.
Step 3:
New signers will need to complete the Signer Info document HERE. Existing US Bank signers (with booster group or personal accounts) do not need to complete the document. It may be hand delivered to the US Bank location (13301 Jamboree Road, Tustin, CA), or you may email it to Daniel Nieves (daniel.nieves@usbank.com) with the followoing in the Subject Line: “Key123" (this ensures the email is encrypted and secure).
Step 4:
Your banker will contact you with instructions to verify your identity via FaceTime or Webinar. Please have identification readily available (CDL, Passport, etc.). This process should take less than 30 seconds.
If you choose to hand deliver your form to the bank they can verify your identity in person at the bank location.
**PLEASE NOTE: If you are going to the bank in person to deliver your signer doc and be ID’d, please email your banker ahead of time to let them know when you are stopping by**
Step 5:
The signing of maintenance, resolution and signature authorization cards will be done via DocuSign remotely, no bank appointment is necessary.
All signers for the Booster Club need to schedule their DocuSign for the SAME BUSINESS DAY, AND THE SIGNING NEEDS TO BE COMPLETED ON THAT DAY BY 2:00pm.
This will save everyone from having to go in to the bank. Groups can schedule their DocuSign day with their banker at their convenience after Steps 1-4 are completed.
Please contact our Super Booster Treasurer: BeckmanSBTreasurer@gmail.com with questions about the process.