San Antonio, Texas 78265
  Toll Free:  888.231.0745


 

Safe Deposit Forms

Please review our comprehensive line of safe deposit forms. They are designed to meet the issues of today's audit, compliance and regulatory demands.

We also invite your legal counsel to review our safe deposit lease agreement and the regulatory areas of our other forms as well. Should your legal counsel request any changes to the regulatory areas of our forms, there is no additional type setting fee.

   
  Alternate card form colors available with minimum order

Safe Deposit Box Lease Agreement  (F01)
8" x 8" square ivory card printed on both sides. This form contains all the necessary verbage for the rental of a safe deposit box.  Upon request, this form can be preprinted with your organization's name.
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Lease Agreement Verbage
  (F02)
Customer copy of the lease agreement rules and regulations.
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Box Rental Application & Renter Notice
 
(F03S)
100. This application form notifies additional signers who are not present that two forms of I.D. are required.

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Application For Safe Deposit Box
   (F03)
50. Use this application to obtain customer information. This will eliminate possible errors on the agreement which would void the contract.

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9" x 9" White Envelope   (F04)
Mailing envelope for Safe Deposit Box Lease Agreement. Use when an agreement must leave your financial organization for additional signatures.
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Cross Reference Guide
   (F05)
8" x 8" square yellow card. When an agreement has more than one lessee (with different last names) use this form to locate the lease agreement and verify signatures.

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Corporate Resolution
   (F06)
8" x 8" square gray card. This is a business authorization form designating the individuals who are allowed access to the business safe deposit box. This form is to be filed together with the lease agreement.
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Organization, Association or Partnership Resolution
   (F06A)
8" x 8" square gray card. This is an authorization form designating the individuals who are allowed access to the safe deposit box. This form will be filed together with the lease agreement.

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Safe Deposit Entry Record
   (F07)
8" x 8" square buff card printed on both sides. This card is used to obtain and verify signatures from individuals requesting access to a safe deposit box.

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Safe Deposit Access Record
   (F08)
8" x 8" square white card printed on both sides. This form is used to maintain a permanent box access record when used with a verification ticket.

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Safe Deposit Verification Ticket (Small)  (F09)
5½" x 5" White, pads of 50. Your customer signs a single sheet of paper every time they access their box. The vault attendant will then verify the signature to the lease agreement. All guests accompanying the customer must sign on the back of this sheet.

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Safe Deposit Verification Ticket (Large)
  (F10)
8½" x 5½" White, pads of 50. Your customer signs a single sheet of paper every time they access their box. The vault attendant will then verify the signature to the lease agreement. All guests accompanying the customer must sign on the back of this sheet.

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Delinquent Drilling Statement
  (F11)
8½" x 11" White, pads of 50. This form is used when drilling past due boxes.

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Safe Deposit Box Inventory Sheet
  (F12)
8½" x 11" White, pads of 50. This form is used in any situation that requires listing the contents of a safe deposit box.

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Customer Drill Request   (F13)
5½" x 4¼" White, pads of 50. To be completed when customer requests drilling of their safe deposit box due to lost keys and confirms the charges for this service.

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Receipt For Items Removed From Safe Deposit Box Of Deceased Renter   (F14)
5½" x 4¼" White, pads of 50. This receipt is used when a will, insurance papers, or burial instructions are removed from a deceased renter's safe deposit box.

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Safe Deposit Box Rental Due
   (F15)
8½" x 4" 3-part NCR paper fits #10 window envelope. For direct billing of a safe deposit box when rental is due.

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Safe Deposit Box Rental Past Due   (F16)
8½" x 4" 3-part NCR paper fits #10 window envelope. Second, third, and final notice for direct billing of past due rental on a safe deposit box.

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Delinquent Control Card  (F16A)
Used when box rental is past due.  This form insures that all proper steps have been taken before the box is drilled.

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Safe Deposit Non-Customer Log   (F17)
8½" x 11" White, pads of 50. Non-customers such as service technicians, maintenance and cleaning personnel should sign this form when entering vault.

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Vault Door Security Record
   (F18)
8½" x 11" White, pads of 50. Dual control record for logging the opening and closing of the vault door.

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Deceased Renter Safe Deposit Box Form
  (F19)
8½" x 11" White, pads of 50. Used when an inventory of a deceased renter's safe deposit box is required or requested.
(not required in Texas)
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Safe Deposit Box Control Card
   (F20)
3" x 5" multi-colored cards. Used to record the history and the date the safe deposit box was rented, surrendered, and serviced.

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Safe Deposit Box File Folder
  (F21)
Pocket-style folder with box number. This folder is used to store all pertinent paperwork and correspondence pertaining to each individual safe deposit box.

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Tamper Proof Bag 12" x 16"  (F22)
Tamper Proof Bag 15" x 20"
  (F23)
These bags are used to store contents from a drilled "past due" safe deposit box. Each bag has a tear off number tag, which can be attached to the record file.

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Return Key Envelope
   (F24)
This envelope is used to store returned keys to a surrendered safe deposit box until the lock can be serviced by your lock technician.

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Blue Snap Envelopes
   (F25)
2" x 3" snap style envelope. This envelope is to be given to your customer to store their safe deposit box keys.

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Sealed Key Envelopes
   (F26)
3" x 3½" Manila tamper-proof envelope. Used for dual control key storage of available safe deposit boxes.

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Yellow Caution Tabs
   (F27)
2" x 3". To be attached to a contract alerting the vault attendant to certain conditions before allowing access, such as deceased renter, rent past due, lost key, change of address, etc.

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Keyhole Signals
   (F28)
Plastic peg style (specify color). Used to indicate status of box.

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Question & Answer Brochure  (F51)
This brochure is for your safe deposit customer.  It answers their most frequently asked questions and also includes box inventory area for customer use.

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