Online Printable Forms
Below is a list of forms you can print, complete, and return to us. You will also find several disclosures. These documents require that you have Adobe Acrobat Reader installed in your PC. If you need to install the program, visit www.adobe.com for your free copy.
Questions? Please contact the Member Contact Center at 800.854.9846.
Account / Membership Forms
- Account Information Update Form
- Authorization for Automatic Transfer
- Authorization to Pay Outstanding Checks - ACH Transactions
- Certification of Trust – California
- Certification of Trust – Florida
- Certification of Trust – New Jersey
- Certification of Trust – New York
- Check Reconcilement Form
- Declaration of Loss & Claim For Reimbursement: Cashier's, Corporate Check, Maturity, And/Or Dividend Reimbursements
- Direct Deposit Authorization Form - Generic
- Direct Deposit - Government Agency
- Electronic Consent Form
- Electronic Services Agreement & Disclosure
- International Wire - Error Resolution and Cancellation Disclosure
- Mail Deposit Form
- Membership Agreement (Primary Owner/Member)
- Release of Liability
- Share & Certificate Dividend/Renewal/Maturity Request
- Trust Membership Application
- Wire Transfer Request Form
IRA Forms
- Traditional IRA Simplifier Application
- Traditional IRA Withdrawal Authorization
- Traditional IRA Contribution and Investment Selection
- Traditional IRA Periodic Payment Change
- Traditional IRA RMD Form
- Roth IRA Simplifier Application
- Roth IRA Withdrawal Authorization
- Roth IRA Contribution and Investment Selection
- IRA Beneficiary Designation Addendum
- IRA Direct Transfer Instructions
- IRA State Income Tax Withholding Election
- IRA Charitable Distribution Request
- IRA Contribution Recharacterization
- Periodic Payments Before Age 72
- Inherited IRA Application
- Inherited Roth IRA Application
- IRA HSA Withdrawal Authorization-Effective November 1
- IRA HSA Simplifier-Effective November 1
- IRA HSA Contribution and Investment- Effective November 1
Fraud / Theft / Dispute Forms
- ACH - Revoke/Stop Payment Request
- Affidavit of Check/Account Fraud
- Affidavit of Check/Account Fraud - Addendum
- Affidavit of Check/Account Fraud - Instruction Guide
- Consumer ATM & Debit Card Dispute Form
- Consumer Credit Reporting Dispute Form
- Written Statement of Unauthorized ACH Debit Activity
- Wire Transfer Dispute Form
Miscellaneous Forms