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Marc Malamud
Explorer
Sep 11, 2026 12:17 PM UTC
Solved

Application

I did not get approved because I need one of these - Canceled Check Image, Bank Letter or a completed bank Deposit Slip. I do not use checks or deposit slip.  What does the letter need to say?  Does a bank statement work?

    Megan Dodds
    Community Manager
    Sep 14, 2026 4:13 PM UTC

    Hi Marc, here are some requirements for the bank letter that should help you obtain the correct information from your bank:

    • Written on official bank LETTERHEAD
    • Be dated within TWO years
    • SIGNED by a bank representative (meaning a handwritten/wet signature please)
    • Must include the FULL routing and account number
    • Must include the organization name PRINTED on it
    • Contains a STATEMENT that the organization holds an active account with the bank

    Let me know if you have additional questions! 

    5 replies

    Megan Dodds
    Community Manager
    Sep 14, 2026 4:13 PM UTC

    Hi Marc, here are some requirements for the bank letter that should help you obtain the correct information from your bank:

    • Written on official bank LETTERHEAD
    • Be dated within TWO years
    • SIGNED by a bank representative (meaning a handwritten/wet signature please)
    • Must include the FULL routing and account number
    • Must include the organization name PRINTED on it
    • Contains a STATEMENT that the organization holds an active account with the bank

    Let me know if you have additional questions! 

    Vince Cuellar
    Explorer
    Oct 12, 2026 6:32 PM UTC

    Where is this information updated or uploaded

     

    Megan Dodds
    Community Manager
    Oct 15, 2026 8:24 PM UTC

    Hi Vince, the banking information required by our team to verify your organization is outlined in the application however these additional recommendations stated above were shared directly by our Support team. Let me work to get this information added into one of our help articles to ensure everyone can access it. 

    Thanks! 

    Vince Cuellar
    Explorer
    Oct 15, 2026 8:41 PM UTC

    Megan,

    Thank you and I have a bazilian tickets on this and the bank letter isn’t being accepted. The issue is Regions Banks has their own guidelines and they show the account and routing number on the letter however they do it more hidden they by policy show them on the right top edge of the page starting with the account number a12345678r98765432 but we keep getting kicked out and otherwise do not have checks and deposit slips we do everything digitally.  So we have met the criteria the format is not being accepted and Regions Bank only provides Bank letters in a certain format for security reasons.

    Megan Dodds
    Community Manager
    Oct 16, 2026 4:50 PM UTC

    Hey Vince - I am going to send you a private message to get your support ticket details so I can connect with my colleagues internally and see how we can get you help!