Topic: Accounts
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Wisconsin allows prize-linked savings; League working on statewide program
As you’ve probably heard, Wisconsin recently passed a prize-linked savings (PLS) bill into law. The new law lets Wisconsin credit unions and other financial institutions offer PLS programs, where consumers […]
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#82058 – Deposit Account Adverse Action Notice (Rev. 7/23)
Use for: Adverse action on deposit accounts based in whole or in part on information in a credit report. Rev. 7/23. It is revised to clarify that it cannot be […]
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#82058 – Deposit Account Adverse Action Notice (Rev. 7/23)
Use for: Adverse action on deposit accounts based in whole or in part on information in a credit report. Rev. 7/23. It is revised to clarify that it cannot be […]
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#81036 – Custodial Account Ownership Agreement (Rev. 7/23)
Use for: Accounts opened under Wisconsin Uniform Transfers to Minors Act for a person under 21 years old. Must be supplemented with appropriate disclosures and account agreement brochure. Revised 7/23. 8.5 […]
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#81035 – Automatic Transfer Request (Rev. 7/23)
Use for: Member authorization of overdraft transfers from savings and/or a line of credit. Revised 7/23 See ii Release No. 0002 for related information about WCUL account forms. Also see […]
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#81035 – Automatic Transfer Request (Rev. 7/23)
Use for: Member authorization of overdraft transfers from savings and/or a line of credit. Revised 7/23 See ii Release No. 0002 for related information about WCUL account forms. Also see […]
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#81034 – Account Information Change Request (Rev. 7/23)
Use for: Updating personal identifying information about existing account owners, but not changes in ownership of the account(s). Rev. 7/23. See ii Release No. 0002 for related information about WCUL […]
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#81034 – Account Information Change Request (Rev. 7/23)
Use for: Updating personal identifying information about existing account owners, but not changes in ownership of the account(s). Rev. 7/23. See ii Release No. 0002 for related information about WCUL […]
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#82024 – Account Ownership Agreement (Rev. 9/25)
Use for: Regular accounts owned by one or more individuals, including non-member deposits. Not for use with custodial, or business/organization accounts. Must be supplemented with appropriate disclosures and account agreement […]
