Grants:Bank information form

Help with this form

The information on this form is required to send the grantee a payment for a grant. This form needs to be completed before a grant agreement is issued because changes to the grant agreement could be required if there are changes to the bank account where the grantee will receive or store grant funds. There are different versions of this form for groups, individuals, and organizations because different types of grantees need different types of bank accounts to receive grants and may need to provide us with different documentation. The grants administrator will choose the correct form for your grant, but you may read more about the information requested in each form here.

Along with this form, you may want to learn more about procedures for paying grants.

These fields apply to all grantees

• Name of financial institution: This is the name of the financial institution or bank that keeps the account where you receive or keep funds. For example, J.P. Morgan Chase or Wells Fargo.
• Address of bank branch: This is the local address of the bank branch where your account is located, for larger banks that have many retail locations. Please include the country where this branch is located with the address.
• Bank account number (IBAN outside US): This is your bank account number, or IBAN (International Bank Account Number) outside the US, which identifies your account. For international transfers, the IBAN number helps avoid transcription errors. It contains a country-specific and bank-specific code in addition to your bank account number. The length of different IBAN numbers varies. Please ask your bank for more information about your IBAN number or account number.
• SWIFT (Society for Worldwide Interbank Financial Telecommunication) code or BIC (Business Identifier Code) (outside US): For transfers to accounts outside the US, this is the code that identifies your bank and bank branch so our bank may transfer funds to your account from the US.
• Routing number or ABA (within US): This is the code for your bank that allows our bank to make the wire transfer from our bank in the US to your bank account in the US. It is usually a 9-digit number found on the bottom of your check near your account number.
• Country specific requirement: In some countries, an additional code will be required to complete the transfer. For example, many grantees in Brazil or India need to include a CPF (Cadastro de Pessoas Físicas) or IFSC (Indian Financial System Code) with their bank information to ensure a successful transfer. If you are not sure if this is required, you will need to check with your bank about your country's regulations for receiving an international transfer. Within the US this is not required for groups or individuals, although nonprofit organizations should supply an EIN.
• Preferred currency for grants: Please indicate your preferred currency for grants. We will do our best to send grants in your local currency when that option is available, although we are not able to send grants in every currency. If your currency is not available, we will send you an equivalent amount to your grant in US dollars. If you are requesting grants in a currency other than your local currency and your local currency is available, we might ask you to explain your preference.

These fields only apply to organizations

Name of account holder and Address of account holder: Organizations will need to receive and keep funds in an organization's official bank account, and so will need to provide the name of the organization that is on the account and the address of the organization that is associated with the account.

These fields only apply to groups

Name and address of joint account holder (1st representative) and Name and address of joint account holder (2nd representative): Since groups receiving grants are required to establish a joint account dedicated to the group's activities or solely to the project in order to receive grant funds, we will ask for the legal name and complete address of each person on the account, including the country.

These fields only apply to individuals

Name of account holder and Address of account holder: Most individuals will be receiving and keeping grant funds in a project account in their own name, or in their own personal accounts. In some cases, individuals may need to receive funds in an account operated by another individual. This form should include the legal name and full address including country of the primary beneficiary or account owner on the account where funds will be received and kept.

Bank information form for individuals

View or download the PDF version of the bank information form for individuals.

	Name of account holder: The name on your account.
	Address of account holder: The address on your account.
	What is this account used for? ex: "only for this project
	List all people with access to this account here:
	Name of financial institution:
	Address of bank branch: (include country)
	Bank account number : (IBAN outside US)
	SWIFT or BIC code (outside US): Routing number or ABA (within US):
	Country specific requirement: ex: CPF, IFSC, EIN, Sort code
	Preferred currency for grants: ex: USD, EUR, INR, UAH (Not all currencies are available)

Please attach any special instructions to this form and bring them to the attention of the grants administrator. 'Note about bank fees and documents: If you need to be reimbursed for bank fees, please determine the exact amount to be charged by your bank and contact the grants administrator before any grant funds are sent. If you require additional documents along with the funds transfer for your records, please let the grants administrator know now.

Bank information form for organizations

View or download the PDF version of the bank information form for organizations.

Congratulations on your approved grant submission! Please complete this form, which we will use to send you funds for this grant and future grants, and return it to the grants administrator. It is very important that you complete this entire form, and that you check with your banking institution to be sure that this information is complete and accurate, and also that you may receive a wire transfer from the US. Within the US, we may also send grant funds by check, but you will still need to provide your bank account information below and meet the requirements listed here. This bank account must be your organization's official bank account, and must be dedicated only to your organization's activities. Remember to keep a separate bookkeeping account for your grant if this is not a project-specific account.You may also establish a project-specific bank account in your organization's name, used only for the purpose of administering this project. You should receive and store the funds in the same account unless you have received permission from WMF to do otherwise. If you have questions about using this form, please visit http://meta.wikimedia.org/wiki/Grants:Bank_information_form.

	Name of the account holder: ex: your organization's name
	Address of the account holder: ex: your organization's address
	List all people with access to this account here:
	Name of financial institution:
	Address of bank branch: (include country)
	Bank account number : (IBAN outside US)
	SWIFT or BIC code (outside US): Routing number or ABA (within US):
	Country specific requirement: ex: CPF, IFSC, EIN, Sort code
	Preferred currency for grants: ex: USD, EUR, INR, UAH (Not all currencies are available)
	Special instructions:

Note about bank fees and documents: If you need to be reimbursed for bank fees, please determine the exact amount to be charged by your bank and contact the grants administrator before any grant funds are sent. If you require additional documents along with the funds transfer for your records, please let the grants administrator know now.

Bank information form for groups

View or download the PDF version of the bank information form for groups.

Congratulations on your approved grant submission! Please complete this form, which we will use to send you funds for this grant and future grants, and return it to the grants administrator. It is very important that you complete this entire form, and that you check with your banking institution to be sure that this information is complete and accurate, and also that you may receive a wire transfer from the US. Within the US, we may also send grant funds by check, but you will still need to provide your bank account information below and meet the requirements listed here. We apologize, but groups are not eligible to receive funds by check. Groups must establish a joint account operated by two representatives chosen by your group to administer the grant. This account may not be in the name of a for-profit business. This account may only be used for the purposes of funding your group's activities, although it may be used for activities conducted by this group other than this grant. The two representatives with access to your bank account must also sign the grant agreement. You should receive and store the funds in the same account unless you have received permission from WMF to do otherwise. If you have questions about using this form, please visit http://meta.wikimedia.org/wiki/Grants:Bank_information_form.

	Name and address of joint account holder: 1st representative
	Name and address of joint account holder: 2nd representative
	What is this account used for? ex: only for this project
	List all people with access to this account here:
	Name of financial institution:
	Address of bank branch: (include country)
	Bank account number : (IBAN outside US)
	SWIFT or BIC code (outside US): Routing number or ABA (within US):
	Country specific requirement: ex: CPF, IFSC, EIN, Sort code
	Preferred currency for grants: ex: USD, EUR, INR, UAH (Not all currencies are available)

Please attach any special instructions to this form. Note about bank fees and documents: If you need to be reimbursed for bank fees, please determine the exact amount to be charged by your bank and contact the grants administrator before any grant funds are sent. If you require additional documents along with the funds transfer for your records, please let the grants administrator know now.