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Trust Companies Forms

Application Fee Schedule [PDF]

Articles of Amendment [Word]
Use this form to notify the Department of changes to an institution’s articles

Director/Trustee - Board Elected [Word]

Oath form to be used in the event the Board of Directors/Trustees elects a Director/Trustee

Directors/Trustees and Officers - Shareholder Elected [Word]
Oath and Roster forms to be used for the election of Directors/Trustees and Officers at an annual or special meeting of shareholders

General Resolution to Request the Sharing of Commonwealth of Pennsylvania Department of Banking Report of Examination(s) [PDF]

Holding Company Acquisition-Merger Instructions (Please contact Angie Smith, Bureau of Credit Union and Trust Supervision, at RA-BNTrustSuprvsnInq@pa.gov or by phone at 717.783.2253 to obtain the current forms.)
Instructions for filing simultaneous applications for acquisition of a holding company/merger of affiliate banks

Holding Company Acquisition Instructions (Please contact Angie Smith, Bureau of Credit Union and Trust Supervision, at RA-BNTrustSuprvsnInq@pa.gov or by phone at 717.783.2253 to obtain the current forms.)
Instructions for filing an applications for a holding company acquisition

New Charter Applications (Please contact Angie Smith, Bureau of Credit Union and Trust Supervision, at RA-BNTrustSuprvsnInq@pa.gov or by phone at 717.783.2253 to obtain the current forms.)
Use this document when applying for a state charter

Open a Trust Office [Word]
Use this form to establish a trust office for a state-chartered institution

Foreign Fiduciary Notice [PDF]

Service of Process - Section 1403 [Word]
This form serves as the appointment of the Pennsylvania Secretary of Banking and Securities as attorney for service of process

Section 112 Tender Offer (Please contact Angie Smith, Bureau of Credit Union and Trust Supervision, at RA-BNTrustSuprvsnInq@pa.gov or by phone at 717.783.2253 to obtain the current forms.)
Use this form to request permission to make a tender offer for 10% or more of the outstanding shares of a bank, bank and trust company, trust company or national bank

Section 112 (Please contact Angie Smith, Bureau of Credit Union and Trust Supervision, at RA-BNTrustSuprvsnInq@pa.gov or by phone at 717.783.2253 to obtain the current forms.)
Use this form to request permission to purchase or acquire 10% or more of the outstanding shares of a bank, bank and trust company, trust company or national bank.