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Forms by Division

  • Membership/Accounts Forms

    Also see: 
    Miscellaneous Forms & Supplies | Complete Forms List with Revision Dates

    Account Information Change Request (81034)

    Use for: Updating personal information about existing account owners, but not changes in ownership of the account(s)..   Purchase Form 81034
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Automatic Transfer Request (81035)

    Use for: Member authorization of overdraft transfers from savings and/or a line of credit.
    Purchase Form 81035
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Custodial Account Ownership Agreement (81036)

    Use for: Accounts opened under Wisconsin Uniform Transfers to Minors Act for a child under 21 years old.
    Purchase Form 81036
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Funds Transfer Agreement & Notice (81043)

    Use for: Fund transfers not governed by Reg. E or the law of checking accounts.
    • See ii Release No. 0127 for information about funds transfers under UCC Article 4A, including wire transfers.
    • Revised 12/02.
    Purchase Form 81043
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Credit Union Membership Application (81056)

    Use for: Membership.
    Purchase Form 81056
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Organization Account Ownership Agreement (81057)

    Use for: Organization and business accounts.
    Purchase Form 81057
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Depository Declaration & Agreement (81075)

    Use for: Establishing authority for signers on business and organization accounts. Share accounts with sole proprietors, organization (unincorporated associations, corporations and cooperatives), partnerships and limited liability companies.
    Purchase Form 81075
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Customer Identification Card (81080)

    Use for: Every owner on an account or borrower on a loan.
    Purchase Form 81080
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Your Account Agreement brochure (82004)

    Use for: Standardized terms for member accounts. Does not include account disclosures.
    Purchase Form 82004
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     By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Credit Union Share Certificate (82012)

    Use for: Dividend-bearing Share certificates issued to members.
    • Revised 9/16.
    • See ii Release No. 0015 for information about share certificates, and
    • See ii Release No. 0002 regarding WCUL account forms.
    • Compliance Courier dated October 7, 2016 - Forms Update: WCUL forms aid MLA compliance.
    • 8.5 x 11" (Four page duplex form) -
      • Original plus 1 copy - 2 sides each.
      • ORIGINAL - Must be surrendered to Redeem. Signed by CU; (Safety Paper Recommended)
      • CU COPY - Signed by Owner(s).

    Purchase Form 82012

     

     

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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Account Ownership Agreement (82024)

    Use for: Non-term share accounts.

    Purchase Form 82024

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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.

    Deposit Account Adverse Action Notice (82058)

    Use for: Adverse action on deposit accounts based on information from a consumer reporting agency.
    Purchase Form 82058
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    By purchasing this form, you agree to the Terms and Conditions of W.C.U.L. Services Corp.