Help is at Your Fingertips
Forms and Agreements
Access these resources to quickly service your accounts. If you don’t see what you need or require additional assistance, please contact us.
- Change Your Contact Information – (also available inside Online Banking under My Profile)
- Application for Services – Apply for any product or service
- Autopayment Authorization – Request a debit from another financial institution and a credit to your credit union account (not applicable to credit cards)
- Direct Deposit/Payroll Deduction – Set up direct deposit of payroll checks
- Payroll Distribution Cancellation
- Credit Card Maintenance Form – Add or remove authorized users, request credit limit change (share secured credit cards only), or close account
- Balance Transfer – Available inside Online Banking under Credit Cards ➤ Process Balance Transfer
- Credit Card Dispute Notification – Available inside Online Banking under Credit Cards ➤ Dispute Transactions
- Credit Card Over-the-Credit-Limit Consent Form
- Convert to a Different Checking Account Type – Available inside Online Banking under Manage Accounts ➤ Change Checking Account
- Debit Card Dispute – File a debit card or HELOC card dispute. Signature required
- Regulation E Opt-in – Authorize and pay overdrafts on ATM and everyday debit card transactions
- Payment Protection – How to File a Claim
- HELOC Visa® Card Dispute – Signature required
- Home Insurance Claims Process Packet
- Real Estate Successor In Interest Checklist
- Vehicle Purchase and Refinance FAQ – Guide for documentation needed for auto loans
- Outgoing Wire Transfer Instructions for Businesses
- Business Credit Card Dispute – Available inside Business Online Banking under Additional Services ➤ Credit Card Info
- Debit Card Dispute Notification – File a debit card dispute. Signature required.