Finance Documents

This file is a direct deposit banking agreement for the Cement Masons Local 783 Pension Fund. It authorizes Frost Bank to transmit retirement benefits to a specified bank. It also includes instructions for refunding overpayments.

Use the TSP-U-1 form to start, stop, or change your contributions to the Thrift Savings Plan. Read the instructions and complete all fields accurately. Submit the form to your service office.

This file provides detailed instructions for completing the NCUA Form 4501A, including recent revisions made in September 2022. It covers sections such as Contacts and Roles, Sites, and Information Technology. Use this document to ensure compliance with NCUA requirements.

This document provides detailed instructions for lenders in Oregon to claim tax credits for low-interest loans made for energy conservation measures and affordable housing projects. It includes eligibility criteria, interest rate regulations, and documentation requirements. Ensure compliance with Oregon Revised Statutes and Administrative Rules to claim your credits.

This file is a checkbook register designed to help you track your financial transactions. It includes fields for date, check number, payee/purpose, amount, deposit, balance, and status. Ideal for personal and business use.

The Refund Request Form for Escrow Accounts is a document used to request refunds from an escrow account. Must be completed by an authorized signer. Submit via email or in person.

This file is an Address Discrepancy Letter used in loan applications. It includes applicant and lender information, as well as current and previous addresses. The form ensures accuracy of address details for loan processing.

This file contains the terms and conditions for RCS cash loans, detailing definitions, application processes, loan advancements, insurance, interest and fees.

This file provides comprehensive instructions for clients of Pacific Premier Trust, a division of Pacific Premier Bank, on how to complete the real estate valuation form. It also includes details on the submission process and required documentation. Essential for those in mandatory distribution status.

This file provides information on the Technology Upgradation Fund Scheme for Textile & Jute Industries from 2012 to 2017. It includes guidelines, eligible machinery, and various subsidy details. Useful for stakeholders in the textile and jute sectors looking for financial assistance.

Form No. 16 for ex-employee pensioners of Canara Bank for the financial year 2020-21. This form includes details about pension income, arrears, and commutation. Downloadable from the Canara Bank website.

This is an additional application form used by existing investors of Lazard Asset Management. It includes investment details, fund selection, payment options, and investor's declarations. It is designed to gather necessary information for additional investments into Lazard funds.