Forward Bank
Forms & Applications
To make your experience with us as efficient and pleasant as possible, we have compiled the tools below for your reference and use.
This includes a file exchange method which provides an efficient and secure method to share documents with your banker that are unable to be transmitted through regular email.
Personal Financial Statement
Provide the necessary information on your personal finances for your lender to start the process.
Equipment Valuation Appraisal - Farm
Track your inventory and value of farm equipment and livestock.
Equipment Valuation Appraisal - Commercial
Track your inventory and value of vehicles and commercial equipment.
Customer Authorization Form
Provide approval for your lender to verify information on your application.
AG Balance Sheet For Business
Complete your annual balance sheet using this convenient form.
AG Balance Sheet for Individual
Complete your annual balance sheet using this convenient form.
QuickBooks
As Forward Bank completes its digital upgrade, you will need to modify your QuickBooks settings to ensure the smooth transition of your data.
Choose the appropriate option below for conversion instructions for Online Banking Connections to QuickBooks:
QuickBooks for MAC (Direct to Web)
QuickBooks for MAC (Web to Direct)
QuickBooks for Windows (Direct)
QuickBooks for Windows (Direct to Web)
Quicken
As Forward Bank completes its digital upgrade, you will need to modify your Quicken settings to ensure the smooth transition of your data.
Choose the appropriate option below for conversion instructions for Online Banking Connections to Quicken:
Quicken for MAC (Direct to Express Web)
Quicken for MAC (Direct to Web)
Quicken for MAC (Express Web to Direct)
Quicken for MAC (Express Web to Web)
Quicken for MAC (Web to Direct)
Quicken for MAC (Web to Express Web)
Quicken for Windows (Direct to Express Web)
Quicken for Windows (Direct to Web)
Quicken for Windows (Express Web to Direct)
Quicken for Windows (Express Web)
Quicken for Windows (Express Web to Web)
Quicken for Windows (Web to Direct)
Mint
As Forward Bank completes its digital upgrade, you will need to modify your Mint settings to ensure the smooth transition of your data.
Select the file below for information on Online Banking Connections for Mint: