Many of our commonly
used forms are available online in PDF format. To view these forms you will
need Adobe Acrobat Reader. Once you have downloaded
Acrobat Reader, please click on any of the forms below.
Do
you want a quick and easy way to make deposits to your account? Transfer money
electronically from your accounts at other banks to your account with us after filling
out the ACH form. Fill out the Wire Transfer Request if your money needs to be
there today.
Complete the Wire Transfer Request form
to authorize us to initiate a domestic wire from your account. If you are requesting an
international transfer, please fill out an
International
Wire Request. Please keep in mind that charges may be applied to your account for
initiating the wire transfer. Transfers must be initiated before 2pm EST on a given business day. See
our Service Fees for additional details.
Cancel previously authorized but not yet completed single or
recurring ACH deposit authorization with the Cancel
Cash Transfer Authorization form.
If you need to stop payment on a check or electronic debit, please
contact our Customer Service Team by email at verity@pbibankingservices.com
or by phone at 1-866-531-6906 as soon as possible. Our Customer Service Team can take your call from
8:00am to 5:00pm EST Monday through Friday.
After speaking
with a Customer Service Representative, complete the Stop Payment Request form
and mail or fax it to us. See our Disclosures for
additional details.
Do
you need to add another owner to your account? Has your name changed
and you need
to re-title your account? Complete the Add/Change/Remove Owner form
and mail or fax it to us.
Would you like to add a Payable on Death
beneficiary to your account? Please complete the Payable on Death Agreement
and mail or fax it to us.
If your Certificate
of Deposit (CD) is at maturity or about to mature and you wish
to close it, please complete the CD Redemption form. Please indicate
how you would like the funds
to be remitted.
If your Certificate of Deposit (CD) is at maturity or about to mature
and you wish to change the term and/or deposit amount, please complete
the CD Renewal form. Please indicate how you will remit the additional
funds. To request funds from your maturing CD and allow the remainder
to renew, please indicate the amount requested and how the funds should
be sent to you. Please note: In order to comply with the USA
Patriot Act, we may need additional identifying information from you
prior to processing your renewal.
