Skip to content

Board Member/Signature Cards

We have a request from a company's board member to review the signature card of the company of which he is a board member; however he is not a signer on the account. As a board member, does he have a right to review the signature card?

Typically, persons who are not authorized signers should not be permitted to review any account information. Ask the board member to appear personally with an authorized signer and then they both can review the signature card and account activity. Then put an entry into your security or operations file describing the special access. Please don't let the member provide any "authorization note", even one that bears a notary stamp.

First published on 12/06/10

First published on 12/06/2010

Filed under: 
Filed under operations as: 
Filed under security as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics