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Legacy Rewards Program

Our Legacy Rewards Program allows existing U.S. financial institution clients who have ordered a policy or job description template within the last three years from the current date to obtain a special discount on a new order placed directly with by agreeing to pay by check via our invoice during the online checkout process.  The discount level thresholds are:

  • 10% Discount: Purchased 5-14 Templates*
  • 25% Discount: Purchased 15-24 Templates*
  • 50% Discount: Purchased 25+ Templates*

*Form Templates are not eligible for Legacy Rewards Discounts.

As an example, a U.S. financial institution client who has ordered three policy or job description templates within the last three years from today places an order for two new policy templates.  Rather than paying full price, our U.S. financial institution client receives a 10% discount on their new order since they reached the required number of templates (5) for that level of discount.

This is just one small way how we can help demonstrate our commitment to you and your organization's success by providing the industry's finest specialized document template solutions while helping you watch your bottom line.  Clients just like you have come to appreciate over the years our expedient personalized service, in addition to the selection and quality of our products, to ensure that you experience a meaningful and long lasting relationship with us.

The Process is Easy as 1-2-3!

Choose Your Templates

Choose the bank policy, job description, or form templates you need and add them to your online shopping cart.

Complete Your Order

Complete the secure checkout process and we will e-mail your order the same day it is placed during normal business hours.

Check Your Inbox

We deliver your order directly to your e-mail inbox so you can save it to your computer or network drive and easily customize.

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