Menu Toggle Search

Membership/Accounts Forms

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
    View Sample

    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
    View Sample

    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 (This form is currently not available, coming soon.)
    View Sample | Instructions

    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
    View Sample

    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
    View Sample

    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(This form is currently not available, coming soon.)
    View Sample | Instructions

    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
    View Sample

    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
    View Sample

    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.

     

    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



    View Sample

    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(This form is currently not available, coming soon.)
    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
    View Sample

    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. Do not order this form if your credit union has already purchased or is using WCUL #83006.

    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. Your Account Agreement #83006, is also available for use by credit unions.

    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 4/21.
    • 8.5 x 11", 1 copy = 14 sides.
    • Instructions for WCUL #83005 (Rev. 4/21) (Instructions Rev. 4/21)
    • 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 Couriers dated TBD: Part I - Updated League Account Agreement Forms Released for Sale & Part II - Updated League Account Agreement Forms Released for Sale.

    Purchase Form 83005(This form is currently not available, coming soon.)
    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. Do not use if incompatible for CU policies and procedures. Do not order this form if your credit union has already purchased or is using WCUL #83005. 

    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.

    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 4/21.
    • 8.5 x 11", 1 copy = 12 sides.
    • Instructions for Your Account Agreement, WCUL #83006 (Rev. 4/21) (Instructions Rev. 4/21)
    • 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: Part I - Updated League Account Agreement Forms Released for Sale.

    Purchase Form 83006(This form is currently not available, coming soon.)
    View Sample | Instructions

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