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Membership/Accounts Forms

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  • Membership/Accounts Forms

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    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 person under 21 years old. Must be supplemented with appropriate disclosures and account agreement brochure.
    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.
    • Revised 12/02.
    • See ii Release No. 0127 for information about funds transfers under UCC Article 4A, including wire transfers.
    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.

    Business/Organization Account Ownership Agreement (81057)

    Use for: Business and organization accounts, including non-member deposits. Must be supplemented with appropriate disclosures and account agreement brochure.
    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) Discontinued 3/21.

    Replaced by:
    • Revised 1/11.
    • Your Account Agreement, with Arbitration Agreement (83005),
    • Your Account Agreement (83006), or
    • Customized account agreement brochure by attorney or forms vendor.
    • See ii Release No. 0002 for related information about WCUL account forms.
    • See ii Release No. 0161 for related information about organization accounts. 
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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: 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 brochure. 

    Purchase Form 82024
    View Sample | Instructions

    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.

    Your Account Agreement, with Arbitration Agreement (83005)

    Standardized terms for member accounts. Does not include account disclosures.  Do not use if incompatible for CU policies and procedures. 

    Use for: Regular personal accounts, custodial accounts under UTMA, and business/organization accounts under Wisconsin law. This form provides additional terms and conditions beyond those included in the various account ownership agreements offered by The League. It also includes an arbitration agreement, with class action and jury trial waivers. Another form, Your Account Agreement #83006, is available for use by credit unions that want the account agreement terms and conditions but without the arbitration agreement. The arbitration agreement provides for an accountholder's right to opt out of the arbitration clause for 30 days they receive the agreement.

    The credit union must supplement this form with additional disclosures as may be appropriate for the account.

    Use with Account Ownership Agreement, Custodial Account Ownership Agreement, and Organization Account Ownership Agreement revised 2/21 or later.

    • Revised 1/21.
    • 8.5 x 11", 1 copy = 14 sides.
    • Instructions for Your Account Agreement, with Arbitration Agreement, WCUL #83005 (Rev. 1/21) (Instructions Rev. 3/21)
    • See ii Release No. 0002 for related information about WCUL account forms.
    • See ii Release No. 0161 for related information about organization accounts.
    • See Compliance Courier dated TBD: League updates account agreement brochure, including arbitration clause option.

    Purchase Form 83005
    View Sample | Instructions

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

    Your Account Agreement (83006)

    Standardized terms for member accounts. Does not include arbitration agreement or account disclosures. Do not use if incompatible for CU policies and procedures. 

    Use for: Regular personal accounts, custodial accounts under UTMA, and business/organization accounts under Wisconsin law. This form provides additional terms and conditions beyond those included in the various account ownership agreements offered by The League. Another form, Your Account Agreement #83006, is available for use by credit unions that want the account agreement terms and conditions and an arbitration agreement with class action and jury trial waivers.
    The credit union must supplement this form with additional disclosures as may be appropriate for the account.

    Use with Account Ownership Agreement, Custodial Account Ownership Agreement, and Organization Account Ownership Agreement revised 2/21 or later.

    • Revised 1/21.
    • 8.5 x 11", 1 copy = 12 sides.
    • Instructions for Your Account Agreement, WCUL #83006 (Rev. 1/21) (Instructions Rev. 3/21)
    • See ii Release No. 0002 for related information about WCUL account forms.
    • See ii Release No. 0161 for related information about organization accounts.
    • See Compliance Courier dated TBD: League updates account agreement brochure, including arbitration clause option.

    Purchase Form 83006
    View Sample | Instructions

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