Trust Companies Forms
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 [Word]
Instructions for filing simultaneous applications for acquisition of a holding company/merger of affiliate banks
Holding Company Acquisition Instructions [Word]
Instructions for filing an applications for a holding company acquisition
New Charter Applications [Word]
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 [Word]
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 [Word]
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.