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Finances & Funding

Chapter Depository Authorization

Signature Card & Security Questions

A signature card should be promptly signed and submitted if a new financial or assistant financial director was elected or appointed, or anytime there are changes to who should have access to a chapter checking account. Fill out the Chapter Depository Authorization form (Link opens in new window) (PDF, 272K), sign it and send the form to:

Member Connection Center Processing
Thrivent Financial for Lutherans
4321 N. Ballard Rd.
Appleton, WI 54919

All authorized signers must sign when a new signature card is submitted, even if they've previously signed the card. For example, if a new assistant financial director is elected, the re-elected financial director must sign the card again even though he or she already signed it for the previous year. The previous signature card becomes inactive when the new card is received.

Account Access Guidelines & Best Practices

  • At least two chapter leaders should sign the signature card for the chapter's primary account to have authorization access and sign checks.
  • The financial director and assistant financial director must sign the signature card.
  • If there isn't an assistant financial director, another leader should sign the signature card and complete the security questions.
  • Anyone who signs the signature card must take an active role in monitoring the checking account and be available to sign checks, as needed.
  • All authorized signers should have the online banking access information and a couple of blank checks so they are able to issue one if the financial director is unable to do so.
  • If copies of checks or credit union statements are needed, more than one person should be authorized to obtain those pieces of information.
  • More than one person should be authorized to monitor the checking account, so more than one person who has access and can respond to questions.
  • Be sure all signers share banking access information, but keep their own individual security questions. The financial director establishes the online banking login information (user ID and password), and provides it to other signers so they can access and monitor online banking. Security questions are used if a leader contacts the bank by phone.
  • Signature cards should be signed by those in one of the 10 elected board positions only. The past financial or assistant financial director is not authorized to access the checking account after December 31, of the year they served as financial or assistant financial director.

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Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.

Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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