Bank Letter

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Bank Letter

Bank Letters may be requested via the below form. Give the CUSA Clubs office a few days to create and e-mail or the letter. They will confirm with you when the letter has been emailed. If you have concerns, please email the Student Groups Administrator at clubs@cusaonline.ca

Bank letters will be sent to the new signing authorities' emails.

Once you have the bank letter and if both signing authorities are prepared to meet at the Scotiabank located on campus at 1125 Colonel By Drive (Patterson Hall), Ottawa, you can arrange a meeting with a Scotiabank representative.

Please note: this meeting must take place in-person and within 60 days of receiving the bank letter. (To my knowledge- there is no virtual option.) Please reach out clubs@cusaonline.ca with any questions.

For what purpose do you require a bank letter?

Change signing authorities to 2023/2024 executives

Set up a new bank account for my new club

Closing of Account

Change name of club account

Change of variable withdraw limit

Other:

Clear selection

Bank the letter should be addressed to

Scotiabank

Other:

Account Name (Usually similar to club name) *

(Clubs requesting a new account should fill in what they want their bank account to be named. Please do not use acronyms unless it is apart of the account name. Please write out the full club name.)

If looking to change account name, insert requested new name here

(clubs not looking to change the account name should skip this question)

Bank Account Number *

Ex: 00406 xxxxx xx (clubs requesting a new account should fill in: 00000 00000 00)

Note: Your bank account number is different from your debit card number. Please do not input your debit card number. You can find your bank account number on your bank account statement.

Full Name of 1st Signing Authority *

(i.e. incoming VP Finance who is not yet a signing authority on the account)

This name should match the one on your government-issued ID.

Full Name of 2nd Signing Authority *

(i.e. incoming President who is not yet a signing authority on the account)

This name should match the one on your government-issued ID.

Student Number of 1st Signing Authority *

Student Number of 2nd Signing Authority *

Position within club of 1st Signing Authority *

Position within club of 2nd Signing Authority *

Email address of 1st Signing Authority *

Please ensure this is spelt correctly- the bank letter will be emailed to this address.

Email address of 2nd Signing Authority *

Please ensure this is spelt correctly- the bank letter will be emailed to this address.

Name of Cardholder *

You must choose one of the signing authorities to be the cardholder

Your two signing authorities; *

(All signing authorities must be present at the same in-person meeting)

able to attend the same in person meeting at the Scotiabank at 1125 Colonel By Drive (Paterson Hall), Ottawa

Recognizing the time constraints within which the CUSA Clubs team can create the various kinds of personalized bank letters necessary, how urgent is your request for a bank letter? *

Urgent (Within two weeks)

Timely (Within a month)

Non-Emergent (within three months)

Ambivalent (as the Clubs office has time)

Other:

Name and address to send primary bank letter to (may be necessary) *

ie Alesi Carleton, 1753 Grovsner rd Apt #1, Ottawa, ON K1A 0B9

Name and address to send secondary bank letter to (may be necessary)

ie Alesi Carleton, 1753 Grovsner rd Apt #1, Ottawa, ON K1A 0B9

I understand that a bank letter is only valid for 60 days after its been created and that both signing authorities must attend an-person meeting with Scotiabank to make changes or open a bank account.

I understand that past signing authorities will be removed from the account. Only the 2 signing authorities listed on this form will be added as signing authorities.

Club executives not in Ottawa can wait until they return to Ottawa to change signing authorities or temporary appoint another executive to be a signing authority.

The current signing authorities must be listed on the bank letter. If you were a signing authority last year, but you are not listed as a signing authority on this form- you will be removed as a signing authority. Scotiabank requires that all current signing authorities are listed in our bank letters.

Yes

If you are requesting a "Change of Variable Withdraw Limit", please indicate the new limit your group needs:

Submit

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