Membership Application

Please provide all of the requested information. When you have completed the form, press the "Submit" button to send your application to Westerra Credit Union for processing. This data is transferred using a secure server to protect the confidentiality of your personal information.

Click here to download this application as a pdf and bring your application to any of our convenient locations.

All fields marked with * are required.

ALL ACCOUNTS SHOULD BE

 

 

PRIMARY OWNER OF ACCOUNT

 

 

 

 

 

JOINT OWNER

 

 

 

 

 

YOU ARE REQUESTING THE FOLLOWING
ACCOUNT TYPES AND CARDS

 

* Account Types
Please note: A Savings account with a minimum balance of $25 must be opened and maintained for membership

Savings * Holiday Savings Free Checking Interest Checking Tiered Money Market Certificate of Deposit Individual Retirement Account (IRA)

 

Cards and Other FREE Services Requested

VISA® Debit Card 24-Hour Phone Banking Online Banking eStatements Online Bill Payment (free when you have eStatements and a Checking Account, or $4.95 monthly if you do not use these additional services.)

 

PAY ON DEATH (POD) BENEFICIARIES - ACCOUNT DESIGNATIONS

 

All Accounts Designate Specific Account(s)

 

SOCIAL SECURITY NUMBER CERTIFICATION & BACKUP WITHHOLDING INFORMATION

 

I am subject to backup withholding I am not subject to backup withholding

By submitting, I certify, in accordance with IRS W-9 instructions provided by the Credit Union and under penalties of perjury that: (1) The Social Security Number (SSN)/Taxpayer Identification Number (TIN) shown on this application is my/the correct identification number, (2) I am NOT subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of failure to report all interest and dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and (3) I am a U.S. person (including U.S. resident alien).

Please verify all of your information is completely filled out.

 

OTHER INFORMATION

 

By submitting, I/We agree to the terms and conditions of the Membership and Account Agreement, Truth-in-Savings, Rate and Fee Schedule, Funds Availability Policy Disclosure, if applicable, and to any amendment the Credit Union makes from time to time which are incorporated herein. I/We acknowledge receipt of a copy of the Agreement and Disclosures applicable to the accounts and services requested herein. If an ATM or EFT service is requested and provided, I/we agree to the terms and acknowledge receipt of the Electronic Funds Transfer Agreement. I/we authorize you to check account, credit, and employment history and obtain a credit report from third parties, including credit reporting agencies, to verify eligibility for the accounts and services I/we requested. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.

Federal law requires us to obtain, verify and record information that identifies each person who opens an account.

  Applicant(s): I agree to these terms

 

Please enter the code shown in the image above

May 9, 2008

Sign in to
Online Banking,
E-Statements
& Bill Pay

sign in to online banking 

 

 

 

Advice Center

Can't decide whether to buy or lease? Need advice on how to save for college?

Learn more

Protect Yourself: Identity Theft

Identity theft occurs when someone uses your private information such as your name, Social Security number, credit card number or other identifying information, without your authorization to commit fraud or other crimes.

Learn more