What is required to move the banking relationship of the homeowners associations that I manage to Alliance Association Financial Services?
AAFS has created a simple and streamlined process to move your banking relationship to our team of industry experts. There are five easy steps in moving your relationship to AAFS. • Learn about the AAFS Banking Revolution through our website or speaking with a representative at 1-888-734-4567. • Complete our two-page enrollment form and sign one signature card for all the associations under management and for all five of the AAFS banks. (We will provide additional association signature cards for community board members that would like to be account signers.) • Set-up a lockbox account by providing a validation file and lockbox data file, or by simply telling us the community management accounting software that you utilize (i.e. TOPS, Village Management Software, C3, etc). • Allow an AAFS Representative to provide training on our simple-to-use and fully functional online cash management system. • Test all systems to ensure proper functionality. At AAFS we truly believe in creating a ran
