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The obligatory Interagency forms for proposed organizers and senior officers, are presented below.
These forms are completed only after the organizing group is formalized and is prepared to move forward with the preparation of the Interagency application. Each form is in a separate file and can be opened by clicking on the appropriate title. Complete each form and save it in Microsoft Word format, on your personal computer using the first four (4) letters of your last name.
Example:
Robert Steiner would save the files as,
Contact Sheet_STEI.doc
Biographical_STEI.doc
Financial_STEI.doc
Questions_STEI.doc
You do not have to save the Organizer Memorandum.
After you have completed all the necessary forms, contact us and we will give you instructions regarding the next steps to take.
Note: Please open and read the "Organizer Memorandum" file before attempting to complete any of the forms.
• Organizer Memorandum
• Organizer's Contact Sheet
• Interagency Biographical
• Interagency Financial Report
• New Bank Organizer/Director Questionnaire
• Organizer/Proposed Director References
If you have questions, please contact us via Voice, Fax or the email address listed below. We look forward to working with you on this very exciting and rewarding project.
Thank you for including Steiner and Associates as a member of your consulting team.
Email: rws32@earthlink.net
Voice: (925)672-5854
Fax: (925) 672-1036
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