Sage Frontier Service Unit: Troop Bank Accounts 

To open or update an account:

Please follow these steps if you need to update your troop account with new signers, or if you need to open a bank account. You can always reach out to SFSUTreasurers@gmail.com if you have questions. 

1. Take the Money Management course if you have not already, or if it has been 3+ years. Account signers should all complete the Money Management course on GSLearn (instructions below).

2. Gather the required account and signer information (listed below). 

3. Submit the Bank Account Request Form to council (online form with link below). Council will review it, generate the official letters of request for the bank, & send them back to the SU Treasurer.

4. The SU Treasurer will check it & submit the paperwork to the La Frontera Austin Telco FCU where we bank.

5. The bank will notify the treasurer when the account is ready for signatures and they will pass that info on to you. Signers do not need to sign at the same time, but the account will not be active until all signers have gone to the bank to sign on the account.

6. Be sure at least one account signer is on the Sage Frontier #Trooptreasurers slack channel.

Requirements:

• Personal bank accounts cannot be linked to the troop account. Personal and troop money must be kept separate.

• All Sage Frontier accounts must be set up at the La Frontera Austin Telco. You can visit other Austin Telco branches after setting it up at La Frontera, but they require we do our paperwork there. For hours: https://www.atfcu.org/about/branches/round-rock/la-frontera-branch

• Signers must 

  • Be currently registered with GSCTX, 

  • Have a current CBC on file with GSCTX 

  • Must complete the 578 Money Manager training through GSLearn.

  • Signers cannot be related or live in the same household.

• Accounts have a minimum of three signers and a maximum of four.

  • One signer must be a service unit volunteer (usually the treasurer).

  • Two signers must be troop volunteers, a third troop volunteer is optional.

    • Usually the troop leader and treasurer are signers but any adult registered with your troop who has meets the above requirements, may fill the roll.

• The account title must be: “Girl Scouts of Central Texas, Troop #####.”

Bank Name:  Austin Telco Federal Credit Union

Bank Contact Person: {Available on Slack}

Bank Mailing Address:* {Available on Slack}

Bank Phone Number:* {Available on Slack}

Troop Bank Account Signer #1 - Typically Troop Leader

Name of Troop Signer #1:* 

Volunteer Position of Troop Signer #1:*

Email Address of Troop Signer #1:*

Phone Number of Troop Signer #1:*

Mailing Address of Troop Signer #1:* 

A signer from your service unit is required on your Troop Bank Account.

Troop Bank Account Signer #2: Service Unit Team Member

Name of Signer #2: {Available on Slack}

Volunteer Position of Signer #2: Service Unit Treasurer

Email Address of Signer #2:    SFSUTreasurers@gmail.com

Phone Number of Signer #2: {Available on Slack}

Address of Signer #2: {Available on Slack}

Troop Bank Account Signer #3 - Typically the Troop Treasurer

Name of Troop Signer #3:*

Volunteer Position of Troop Signer #3:*

Email Address of Troop Signer #3:*

Phone Number of Troop Signer #3:*

Mailing Address of Troop Signer #3:*

A fourth signer is optional.

Troop Bank Account Signer #4 - Optional 4th Signer

Name of Troop Signer #4:

Volunteer Position of Troop Signer #4:

Email Address of Troop Signer #4:

Phone Number of Troop Signer #4:

Mailing Address of Troop Signer #4:

Other forms you may need once you have an account:

• Automated Clearing House (ACH) Form

• Credit Card Fee Reimbursement Form

• Square Credit Card Reader Instructions (PDF)

Handy PDFs from The Additional References Tab of GSCTX's Money Manager Training