Adding/Removing Officers from the Bank Account








With local elections being held at your end of year meeting this month, many units will have a change in leadership. In addition to reporting new officers to Delaware PTA, the new officers (usually the President & Treasurer) will need to be added to the bank account and the outgoing officers will need to be removed from the bank account.

This is just a reminder that the banks require a copy of the meeting minutes indicating which officers should be removed from the account and which officers should be added. Outgoing officers MUST accompany the new officers to the bank for this change to take place. It is important to have a plan in place to ensure the smooth transition of new officers and continue the business of PTA.

This also applies to any mid-year changes.