Troop Banking Authorization Form

TROOP BANKING FORM

This form is required to open or make any changes to a Girl Scout of Central Indiana Troop or Service Unit bank account.

Banking Options:
I want to:*

Open an accountChange signers on a existing accountClose an account

Signer Role Definitions (Please click to expand details)
Signer 1's role is mainly the person who purchases the items and guides girl discussion for troop spending and budgeting.

Signer 2's, Even if you think you are "only a second signer" You have a VERY importatnt role! You are the reconciler, report preparer and ensure that the troop bank account is operating in accourdance to our finanacial policies.

Both Roles will review and accept a signer agreement and here are the details:

I understand that the signers on GIRL SCOUTS OF CENTRAL INDIANA bank accounts are responsible for:
- The proper use of funds and must maintain positive bank accounts per GIRL SCOUTS OF CENTRAL INDIANA Volunteer Policies.
- I agree to review the bank account statement monthly basis with signer 2.
- All money received must be deposited immediately into the checking account
- Maintain documentation of all receipts and disbursements for at least 3 years
- Make available bank statements, checkbooks, to all girl members and their parents at meeting(s).
- Our troop must complete the Troop Annual Report by June 30th each year.
- Cash withdrawals are only as necessary and must have 2 signer documentation.
- Reimbursement for personal account spending on behalf of the troop must be issued by the other signer and documented accordingly.
- My Girl Scout troop bank card should not be added to any app wallet
- Venmo/Cash App/PayPal/Zelle are not to be utilized by the troop account. If you need a peer-to-peer payment source, please contact council for access to Cheddar UP.
- Once our troop graduates or disbands, I understand it is my responsibility to complete the Troop Banking form and ensure the account is closed by the end of the membership year on 9/30.
  - Please note, leftover troop funds may not be used to: Provide cash or gift cards to the girls or be spent on personal purchases.
- All financial information is subject to review and audit. When requested all documentation needs to be submitted on a timely basis.
- Any misuse of funds will be subject to prosecution.
Any questions please Contact Customer care at 317-924-6800 and ask for the the Troop Banking Coordinator.

You will be assigned a signer agreement that you will need to complete before your account can be opened.

Contact/Signer Information
Your Name*

First NameLast Name
Contact Email Address*
example@example.com
Phone Number*

Area CodePhone Number
What is your Volunteer Position *
Make your choice
If Other, please specify
My role will be Signer:*
If you are unsure of this description please see page 1, Signer Role Definitions
This form is being completed for:*

TroopService Unit
Troop Number*
Service Unit Number *
3 Digits

Closing a Bank Account

IMPORTANT NOTE: The following information is critical to ensure information is provided quickly and accurately. Incomplete or incorrect information will delay opening the account.If closing an account and opening another account, please complete two separate forms.Before completing this form, please ensure that all outstanding bills are paid and all checks have cleared.
Last four digits of account number*
Enter 4 digits
Name of current signer on account *

First NameLast Name
Name of current co-signer on account *

First NameLast Name
The bank where you are closing the account; if Other, please type name of bank:*

First Financial Bank (NOT Terre Haute area)PNCOther
Bank Contact Name*

First NameLast Name
Bank Contact Email Address*
example@example.com
Bank Contact Phone Number*

Area CodePhone Number
This bank has a direct connection with council and does not require contact name and information. Should you have any questions, please contact the Troop Banking Coordinator or Customer Care at 317-924-6800
Any remaining funds should be:*

Donated to Girl Scouts of Central Indiana Financial Aid for future Girl ScoutsDonated to our Service UnitDonated to a specific troop
Troop number for donated funds
Enter 5 digit troop number

We will process this form and send the required information to your banker. This can take up to 5-7 business days.

Please do not schedule your appointment until You will receive the email notification from Customer Care or the Troop Banking Coordinator when your documents have been emailed to your banker.

After you recieve the email, You can then contact your banker and set up the appointment to set up your account.

When you set up your account, please be sure you are setting up the account with Free Checking, Free Debit Cards, paper or e-statements for free. Online banking is available and you are not required to have a minimum balance.

If you are closing your account, Thank you very much for all your volunteer efforts!
Should be Empty:

Bank Name	Logo	Link to Branch Locator
BMO		https://usbranches.bmo.com/in/indianapolis/
Citizens State Bank		https://www.mycsbin.com/locations
Everwise		https://www.everwisecu.com/about/locations-atms
Fifth Third		https://locations.53.com/in/indianapolis.html
First Financial		https://www.bankatfirst.com/locations.html
First Financial of Terre Haute / Wabash Valley Area		https://www.first-online.bank/locations/
Forum Credit Union		https://www.forumcu.com/branch-and-atm-locations
Home Bank		https://homebanksb.com/locations
Old National Bank		https://locations.oldnational.com/search
Regions Bank		https://www.regions.com/locator

TROOP BANKING FORM

Bank Name

Logo

Link to Branch Locator

Contact/Signer Information

Opening a Bank Account

Changing Signers on a Bank Account

Add signers to account

Remove signers from Account

Closing a Bank Account