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Docusign

What is Docusign?
Docusign is an electronic signature software that enables customers to virtually sign account documents. This eliminates the need to make unnecessary and inconvenient trips to the bank, when the task can be completed from the comfort of your own home.

How to use Docusign

1. Speak with a lender or customer service representative about the changes you would like to make to your account, or a document that needs to be signed
2. Provide a valid email address
3. Click on the link provided in the Docusign email
4. Enter the access code that will be provided by the bank employee
5. Following the steps to sign your documents
6. Wait for the confirmation email
 
Common Account changes that can be completed virtually with Docusign:
 
Account Changes
  • New account documents- for existing customers
  • Stop Payments
  • Address changes
  • Account closing forms
  • Automatic Transfer Requests
  • Debit Card Disputes
 
Loans
  • New loans- for new and existing customers (excluding mortgages)
  • Change in Terms
  • Borrowing Base