Forms & Documents

Find and download the forms you need to manage your Vertex Trust Bank accounts — direct deposit setup forms, beneficiary designation forms, power of attorney, trust certifications, IRA contribution and distribution forms, dispute forms, and more.

Tax documents (1099-INT, 1099-DIV, 1098, 5498) are available securely inside online banking each January and February. You can also opt in to paperless statements and tax documents from the Preferences page.

Need a notarized form or a wet signature? Visit any branch and a banker will be happy to assist — appointments are recommended but walk-ins are welcome.

For account agreements, fee schedules, and disclosures specific to your account, see the Account Documents section of online banking.