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Free Bank Mandate Form Template

A bank mandate is a financial document that is used by account holders to authorize a third party to have access to a certain account(s). Banks can use the bank mandate form to allow customers with personal accounts and clients with corporate accounts to authorise multiple signatories. With this form, clients can authorize multiple account signatories, define their powers and state their limit. This bank mandate template can be customized by using your brand logo, colours and by including your institution policies, terms and conditions, and so on. Get started with this template today.

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Tips for Using the Bank Mandate Form

Allow your clients to authorize multiple signatories with this simple bank mandate form. Use the drag and drop editor to edit your form fields so you can receive the specific information you need.  Modify the terms and conditions of this form. We recommend doing this with your legal practitioner. You can invite them to join you as a team member on your Formplus account. Once you’ve completed all the edits, share it with your client via an email invite. You can always nudge them into filling it out via an email reminder. Generate a PDF with the appended signature by setting up Documerge on the settings page. Save the account documents with the secure Formplus storage or export them to your bank management system. 

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