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Correspondent Services Forms & Applications

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


Secretary/Clerk's Certificate Adobe PDF icon
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 Adobe PDF icon


Deposits Delegation Adobe PDF icon
Use this form (Exhibit B) to designate persons authorized to transact and obtain information relating to deposits.

How to Complete Deposits Delegation (Exhibit B) Adobe PDF icon


Funds Transfers Delegation Adobe PDF icon
Use this form (Exhibit C) to designate persons authorized to transact and obtain information relating to funds transfers.

How to Complete Funds Transfers Delegation (Exhibit C) Adobe PDF icon


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


Rollover Account Sweep Instructions Adobe PDF icon
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 Adobe PDF icon
Use this form (Exhibit D) to designate persons authorized to transact and obtain information relating to safekeeping.

How to Complete Safekeeping Delegation (Exhibit D) Adobe PDF icon


If you have any questions, contact Customer Service.

 
 
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