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Account Balancing Form

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When we provide electronic statements are we required to provide an account balancing form as well?

I'm not aware of any federal requirement to provide a balancing form. If any such requirement exists, it would be at a state law level.

There are still a lot of customers that don't know how to reconcile a checking account. Could you provide a link to a PDF form that the customer could print?

First published on 8/03/09

First published on 08/03/2009

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