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Council Agenda Report From:Mike Compton, City TreasurerSubject:Contract for Bank Custody ServicesDate:June 18, 2019Facts 1. Union Bank has provided custody services for the Cities long and short term
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How to fill out contract for bank custody

01
Step 1: Start by obtaining a copy of the bank custody contract from your chosen bank.
02
Step 2: Read through the contract carefully and make sure you understand all the terms and conditions mentioned.
03
Step 3: Provide your personal information, such as your full name, address, and contact details, in the designated sections of the contract.
04
Step 4: Specify the details of the assets or property you wish to place under bank custody. Include descriptions, values, and any relevant identification numbers.
05
Step 5: Clearly outline the responsibilities and liabilities of both parties involved in the contract, including the bank and the depositor.
06
Step 6: If applicable, include any special instructions or conditions regarding the custody of the assets.
07
Step 7: Review the contract thoroughly to ensure all important details have been included and accurately represented.
08
Step 8: Sign and date the contract in the designated spaces. If there are multiple parties involved, each party should sign the contract.
09
Step 9: Make copies of the signed contract for your records and submit the original contract to the bank for their records.
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Step 10: Retain a copy of the contract in a safe place for future reference.

Who needs contract for bank custody?

01
Individuals or businesses who wish to securely store their valuable assets or property, such as jewelry, legal documents, or valuable collectibles, may need a contract for bank custody.
02
Investment firms or financial institutions may also require contracts for bank custody to safeguard their clients' assets.
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A contract for bank custody is a legal agreement between a financial institution and a client, outlining the terms under which the bank will hold and safeguard the client's assets or securities.
Typically, clients who engage in custody services with a bank, including individuals or institutions holding significant assets, are required to file a contract for bank custody.
To fill out a contract for bank custody, clients should provide accurate details of their identity, specify the assets to be held, outline terms and conditions, and sign the document in accordance with the bank's requirements.
The purpose of a contract for bank custody is to establish a formal agreement that delineates responsibilities, rights, and the scope of services provided by the bank in managing and safeguarding the client’s assets.
The contract must report information such as the parties involved, custody account details, asset descriptions, fees, terms of service, and any applicable regulations.
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