In order to help the priests’ as they transition from their current parish to their new pastorates, one of the most important items to take care of are the bank accounts so the new pastor can sign checks right away.
Not all banks are the same and some may have their own requirements to do this. I would suggest that you make a call to your bank and ask what their policy/procedure is for making this transition.
With that in mind, I have provided a sample document (see link below) that many banks (but not all) will accept to transfer the parish accounts from the outgoing pastor to the incoming pastor’s name.
Feel free to manipulate it however you need based on the number of accounts and number of signors desired, etc. The banks will need the entire social security number as well as a copy of the driver’s licenses of all those being added to the account. Please note that bringing in a copy of the minutes from the finance council confirming the new signor on the account will be beneficial.
Helping father out with this important task will be greatly appreciated.
Thad Pals, Chancellor