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
- Mortgage Automatic Transfer Payment Request
- Reconciliation Form
- Stop Payment Request
- Visa Credit Card Automatic Payment Form
- Consumer Wire Transfer Form
- Business Wire Transfer Form
IRA FORMS
- Coverdell Education Savings Account Application
- Coverdell Education Savings Account Withdrawal Authorization
- IRA Direct Transfer Instructions
- IRA Financial Projections
- Roth IRA Account Application
- Roth IRA Contribution and Investment Selection
- Roth IRA Withdrawal
- Traditional IRA Application
- Traditional IRA Contribution and Investment Selection
- Traditional IRA RMD Payment Election
- Traditional IRA Withdrawal Authorization
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
- Truth-in-Savings for Tidal Wave Money Market Account
- Truth-in-Savings Disclosure for 11-Month Share Certificate
Business Accounts
Credit Cards
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 Communication & Wireless Policy
- WithClutch eSign Consent
Mortgage & Home Loans