Disclosure and Terms

We have compiled various forms, disclosures and documents into one location to make it easier for our members to find and print paperwork and manage your financial needs.

Banking

Membership

 

Checking and Savings Accounts

 

Identity Theft & Mobile Phone Coverage

 

IRAs

  • Traditional IRA Application
  • Roth IRA Application
  • IRA Rollover or Conversion Review
  • IRA Required Minimum Distribution Election Form
  • IRA Contribution Instructions
  • IRA Designation or Change of Beneficiary Form
  • IRA Distribution Form
  • Request for Transfer or Conversion to an IRA
  • Simplified Employee Pension (SEP) Plan Document
  • IRS Form W-4R Withholding Certificate for Nonperiodic Payments
  • IRA Certificate Issuance and Disclosure Information
  • Traditional IRA Amendment
  • Traditional Beneficiary IRA Amendment
  • Roth IRA Amendment
  • Roth Beneficiary IRA Amendment

 

Online / Mobile Banking

 

Other

 

Loans

Auto Loans

  • Auto Loan Application
  • Preferred Dealers List
  • Title and Lien Recording Instructions for Autos, Motorcycles, Recreational Vehicles, Boats, ATV, UTV, Jet Skis
  • Vehicle Buyer’s Check Instructions and Transferring a Vehicle Title

 

Vehicle Protection Package

 

Other Vehicle Loans

  • Other Vehicle Loan Application (Motorcycles, boats, RVs, ATVs, personal watercrafts and specialized collateral)
  • Title and Lien Recording Instructions for Autos, Motorcycles, Recreational Vehicles, Boats, ATV, UTV, Jet Skis

 

Credit Cards

 

Personal Loans

 

Student Loans

 

Collections

 

Other

Home Loans & Realty

Mortgages

 

FHA & VA

 

Home Equity/Home Equity Line of Credit (HELOC)

 

Home Improvement

 

Other

Business

Periodic Review Forms

  • Personal Financial Statement
  • Business Debt Schedule
  • Investment Property Worksheet

 

Business Credit Cards

  • Business Visa Terms and Agreement Billing Rights & Credit Card Disclosure
  • Interest Rates, Interest Charges and Fees for Business Visa Credit Card

 

Business Accounts

  • Business Account Agreement and Fee Schedule
  • Business Account Requirements
  • Beneficial Ownership Form
  • Guest User (Online/Mobile Banking) Disclosures

 

Business Services

  • How to Install the Mobile Deposit app for Windows
  • Electronic Payment Processing
  • Merchant Processing Form
  • ACH Services

 

Investments

 

IRAs

  • Traditional IRA Application
  • Roth IRA Application
  • IRA Rollover or Conversion Review
  • IRA Required Minimum Distribution Election Form
  • IRA Contribution Instructions
  • IRA Designation or Change of Beneficiary Form
  • IRA Distribution Form
  • Request for Transfer or Conversion to an IRA
  • Simplified Employee Pension (SEP) Plan Document
  • IRS Form W-4R Withholding Certificate for Nonperiodic Payments
  • IRA Certificate Issuance and Disclosure Information
  • Traditional IRA Amendment
  • Traditional Beneficiary IRA Amendment
  • Roth IRA Amendment
  • Roth Beneficiary IRA Amendment

 

Insurance

Property Insurance

 

Auto Insurance

 

Vehicle Protection Package

 

Personal Insurance

Statement Inserts