Step 3: Transition Materials

Transition Materials is where you choose how depositors sign their Terms & Conditions and review the materials for your depositor outreach. It's the last setup step before you start working your first wave.
Choose your Terms & Conditions
Use your own templates. Upload one Word (.docx) file per account type (for example, DDA and MMDA). NBID pre-fills your placeholders with each depositor's details. Click Pre-fill instructions for help setting up your placeholders.
Use the NBID standard agreements. Select the NBID agreements instead of uploading your own.

Agreements can't go out until every account type has a template.
Choose how depositors sign
Click to Accept is the default method. Depositors review and sign online through a secure link. To send agreements yourself instead, use the opt out to manual link to switch to Download & Send.

The choice applies to your whole program. You can change it until the first acceptance links are sent, and then it locks.
Review your internal materials
Your Internal Materials include the talk track and email copy for your depositor outreach, along with the Click to Accept: Depositor Notice Email template.