Topic: W.C.U.L. Services Corp. Forms
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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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#81071 – Safety Deposit Box Lease (Rev. 12/25)
Use for: Safe deposit boxes. Operating a safe deposit program requires professionally developed policies and procedures, and specially trained staff. See ii Release No. 0146 for related information about safe […]
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#81018 – Agent’s Certification Validity of Power of Attorney (Rev. 7/23)
Use for: Individual transactions where the credit union relies on a Wisconsin POA for Finances and Property. See ii Release 0168 for details. Revised 7/23.
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#81018 – Agent’s Certification Validity of Power of Attorney (Rev. 7/23)
Use for: Individual transactions where the credit union relies on a Wisconsin POA for Finances and Property. See ii Release 0168 for details. Revised 7/23.
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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 […]
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#82021 – Trust-Credit Union Agreement (Rev. 10/98)
Use for: Accounts owned by Living (revocable) Trusts. See ii Release No. 0116 for general information about Living Trusts. See also ii Release No. 0002 and ii Release No. 0161 […]
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#82021 – Trust-Credit Union Agreement (Rev. 10/98)
Use for: Accounts owned by Living (revocable) Trusts. See ii Release No. 0116 for general information about Living Trusts. See also ii Release No. 0002 and ii Release No. 0161 […]
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#82077 – Explanation of Personal Obligation (Open-end) (Rev. 7/23)
Use for: Open-end Wisconsin Consumer Act and Chapter 428 real estate loans with a cosigner or guarantor. Revised 7/23. Revised by fixing a typo in paragraph (a). The fillable fields […]