Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
OCC Bulletin on Tax Equity Finance transactions
The OCC has issued Bulletin 2021-15 to provide information to banks about written notifications or requests for tax equity finance (TEF) transactions under 12 CFR 7.1025. On December 22, 2020, the OCC issued a final rule codifying the authority of banks to engage in TEF transactions. The final rule is effective April 1, 2021.
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