Forms & Resource Documents

All forms can be signed and submitted electronically. You will be asked to provide your name and email address and the DocuSign form will be sent to your email address. You will need to answer several authentication questions to verify your identity, in order to sign and submit the form.

• Member Application
• Account Security
• Adding Account Beneficiaries
• Add a Checking Account
• Address Change Request
• Automatic Loan Payments
• Budget Worksheet
• Business Account Update
• California Consumer Privacy Act – Request to Know
• Call-24 Cross Account Transfers
• Certificate Letter of Instruction
• Direct Deposit Letter (to give to your employer)
• Employment Application
• Friends and Family Referral Special
• IRA Share Certificate Instruction
• Loan Payment Coupon
• MasterCard Automatic Payment Authorization
• MasterCard Balance Transfer
• MasterCard Cash Advance
• MasterCard Closure Request
• MasterCard Request for Authorized Signer
• MasterCard Travel Notification
• Waiver of Privacy MasterCard Account Viewing Access

If you need any assistance, please contact us.

Annual Disclosures

• Privacy Notice

Other Disclosures

• HELOC Disclosures
• Home Mortgage Disclosure Act
• Insurance Requirements (Vehicles)
• Credit Card Disclosure
• Rate & Fee Schedule
• Fee Schedule for Shared Branching