Forms

Here, you’ll find all the forms available to view, print, and sign. For certain forms and documents, you can use electronic signing through our secure DocuSign eSignature service — making it easy, safe, and efficient to submit forms. 

Important Information About Opening a New Account

To help the government combat the funding of terrorism and money laundering, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you:
When you open an account, we will ask for your name, address, date of birth, and other information needed to confirm your identity. We may also request to see your driver’s license or other identifying documents.

FAQs

{beginAccordions}

What Is DocuSign?

DocuSign allows you to securely sign documents electronically. Once your form or document is completed, it is sent directly to the Credit Union for processing.

You can use DocuSign from home, the office, or while on the go. The process is safe, secure, and legally binding.

Please note that DocuSign may verify your identity by asking a series of random “out-of-wallet” questions. These questions may be generated using information from public records and credit databases.

How do I know if I can eSign a document?  

If you see the word ‘eDocument’ listed after a title, that means the application or form is designated to use this DocuSign process. Please note that a valid email address and internet access are required to complete any of the eDocuments.

Is DocuSign safe & secure? 

Yes! Protecting your finances is our top priority. DocuSign offers a comprehensive approach to security to ensure the confidentiality, integrity, availability, and authenticity of your forms and documents.

How do I know if my eDocument was received? 

Once you have completed and submitted your eDocument, you will receive confirmation by email that your request was received by the Credit Union. If you have any questions or would like more information about any of our forms or the DocuSign process, please call us at 610.326.3705.

{endAccordions}