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Bank Account Resolution

Draft Corporate Banking Resolutions in Minutes

10 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

10 minutes with CaseMark

What you'll need

  • Corporate Governing Documents
  • Banking and Signatory Details

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Bank Account Resolution skill automates the drafting of corporate board resolutions authorizing banking relationships, signatory authority, and transaction limits. It produces comprehensive, bank-ready documents that include proper governance recitals, detailed authority tables, and secretary certification language.

Drafting corporate banking resolutions is tedious and detail-intensive work. Attorneys must cross-reference bylaws for governance requirements, structure signatory authority with proper thresholds, and include the specific language banks demand—all while ensuring consistency with prior resolutions and current officer rosters.

CaseMark automates the entire drafting process by analyzing your corporate documents and banking details to produce a complete, properly structured board resolution. The AI ensures all required sections are included—from authority recitals and signatory designations to ratification clauses and secretary certification—saving significant time while reducing the risk of omissions.

How it works

  1. 1. Upload your corporate documents, bylaws, and banking details

  2. 2. AI analyzes governance requirements and drafts a complete board resolution

  3. 3. Review and customize signatory designations, transaction limits, and authority scope

  4. 4. Export the finalized resolution in your preferred format (DOCX, PDF)

What you get

  • Header and Authority Recitals

  • Account Authorization

  • Signatory Authority Table

  • Transaction Authority and Limits

  • Borrowing Authority (if applicable)

  • Bank Forms Authorization

  • Ratification and Supersession Clauses

  • Effectiveness and Officer Change Provisions

  • Secretary Certification

What it handles

  • Complete board resolution drafting with proper recitals and authority citations

  • Signatory designation with single/joint signature and dollar threshold rules

  • Transaction authority tables covering checks, ACH, wires, and online banking

  • Ratification and supersession language for prior banking resolutions

  • Secretary certification of adoption and current validity

  • Borrowing and credit authority provisions with collateral constraints

Required documents

  • Corporate Governing Documents

    Articles of incorporation, bylaws, and any amendments establishing board authority and governance procedures

    .pdf, .docx

  • Banking and Signatory Details

    Bank name, account types, proposed signatories with titles, signature requirements, transaction limits, and any bank-specific form requirements

    .pdf, .docx, .txt

Supporting documents

  • Prior Banking Resolutions

    Existing banking resolutions to be ratified or superseded by the new resolution

    .pdf, .docx

  • Officer and Director Roster

    Current list of corporate officers and directors with titles and appointment dates

    .pdf, .docx, .xlsx

Why teams use it

Reduce drafting time from hours to minutes with AI-generated resolutions that follow proper corporate governance structure

Ensure completeness with all required sections including recitals, signatory tables, transaction limits, ratification, and certification

Minimize bank rejection risk by producing resolutions in formats financial institutions expect and accept

Maintain clean corporate records with proper supersession and ratification of prior banking authorizations

Questions

What types of banking resolutions can this skill draft?

CaseMark can draft resolutions for opening new bank accounts, designating authorized signatories, setting transaction limits for checks, ACH, and wire transfers, authorizing borrowing and credit facilities, and more. It covers both meeting-based resolutions and written consent formats.

Does the resolution include language that banks typically require?

Yes. CaseMark generates resolutions with the specific sections financial institutions expect, including signatory authority tables, signature card authorization, transaction limits, and a secretary certification of adoption and validity. This helps streamline the bank's review process.

Can I set different signature requirements for different transaction types?

Absolutely. CaseMark supports single and joint signature requirements with customizable dollar thresholds. You can specify different approval levels for checks, ACH transfers, wire transfers, and online banking transactions.

How does the skill handle prior banking resolutions?

CaseMark includes both ratification language to validate prior actions taken in good faith and supersession clauses to formally replace any conflicting earlier banking resolutions, ensuring a clean governance record.

Can I use this for written consent in lieu of a meeting?

Yes. CaseMark drafts resolutions in both formats—formal board meeting minutes and unanimous written consent—based on your bylaws requirements and the action method you specify.

Is the output customizable for my specific bank's requirements?

Yes. CaseMark tailors the resolution to your bank's specific form requirements, account types, and documentation needs. You can review and adjust every section before finalizing the document.

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