Forms & Disclosures

FORMS

These commonly used forms have been provided for your convenience. Due to the sensitive nature of the information, we request you return the form by fax to (904) 357-3503, mail to P.O. Box 2357, Jacksonville, FL 32232, or deliver in person to your nearest branch.

• Cross-Account Transfer Agreement
• Direct Debit (ACH) Payment Request
• Reconciliation Form
• Stop Payment Request
• Visa Credit Card Automatic Payment Form
• To complete a wire transfer, visit a RadiFi Branch location or call the credit union at 904-475-8000.

IRA FORMS

• Coverdell Education Savings Account Application
• Coverdell Education Savings Account Withdrawal Authorization
• IRA Account Application
• IRA Contribution
• IRA Deposit Eligibility Checklist
• IRA Direct Rollover Request
• IRA Financial Projections
• RMD Election
• Roth IRA Account Application
• Roth IRA Distribution
• Roth IRA Transfer Form
• Simple IRA Account Agreement
• Traditional IRA Distribution
• Traditional IRA Transfer Request form

DISCLOSURES

General Membership

• • Courtesy Pay Disclosure
  • Electronic Funds Transfer Agreement
  • Funds Availability Policy
  • Privacy Notice
  • Truth-in-Savings Disclosure and Fee Schedule
  • Truth-in-Savings for Certificates Disclosure

Business Accounts

• Business Accounts Disclosure and Fee Schedule
• Business Courtesy Pay Overdraft Policy

Credit Cards

• VISA Credit Card Application and Solicitation Disclosure

Digital Banking

• Account Aggregation Agreement
• Apple Pay™ Terms & Conditions
• Bill Pay Agreement
• Digital Banking & Bill Pay Agreement
• Digital Banking External Transfers
• eStatement Disclosure
• Member to Member Transfer Agreement
• Mobile Check Deposit Agreement
• Mobile Wallet™ Terms & Conditions

Lending

• WithClutch Terms of Service
• WithClutch Privacy Policy
• WithClutch eSign Consent

Mortgage & Home Loans

• Home Equity Early Disclosure
• Home Mortgage Disclosure Act (HMDA)
• What You Should Know About HELOCs