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Correspondent Services Forms & Applications

Correspondent Services Agreement
Use this form to establish a correspondent relationship with the Federal Home Loan Bank of Boston.


Secretary/Clerk's Certificate
Use this form if your board of directors has changed the individual(s) authorized to act for and on behalf of your institution. This certificate rescinds and supersedes any and all previous resolutions.

How to Complete Secretary/Clerk's Certificate


Deposits Delegation
Delegation of authority for deposits is self-managed by designated User Entitlement Administrators (UEAs) at each institution.


Funds Transfers Delegation
Delegation of authority for funds transfers is self-managed by designated User Entitlement Administrators (UEAs) at each institution.


Request for Recurring Wire
Use this form to streamline your wire-initiation process.


Rollover Account Sweep Instructions
Use this form to stop the Bank from sweeping your rollover account balances to minimize IDEAL Way account overdrafts or to have multiple rollover accounts swept in a specific order.


Safekeeping Delegation
Delegation of authority for safekeeping is self-managed by designated User Entitlement Administrators (UEAs) at each institution.


If you have any questions, contact Customer Service.

 
 
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