1. Print five documents
   • Custody Agreement
   • Security Agreement
   • Line of Credit Note
   • Account Transfer Form
   • Collateral Maintenance
2. Sign each loan document and have each co-applicant sign each document (If all the co-applicants signatures are not on the documents, we are unable to process your loan until we receive documents properly completed.)
3. Attach a copy of each Mutual Fund statement or Brokage Account statement to the Account Transfer document
4. Obtain a Signature Guarantee for each document from your bank or broker
5. Place all documents in an envelope and mail or overnight the documents to:

   
   Presidential Bank
   Trust Custody Department
   4600 East West Highway, Suite 400
   Bethesda, MD 20814

updated: 07/01/2009 lmm