Miscellaneous Forms & Supplies

Forms by Division

• Miscellaneous Forms & Supplies

  Also see:  
  Complete Forms List with Revision Dates

  Agent's Certification Validity of Power of Attorney (81018)

  Use for: Individual transactions where the credit union relies on a Wisconsin POA for Finances and Property.

  • See ii Release No. 0168 for details. 
  • Revised 11/10

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

  Safety Deposit Box Lease (81071)

  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 deposit boxes.
  • Revised 4/11

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

  Trust-Credit Union Agreement (82021)

  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 - Organization Accounts for related information.
  • Revised 10/98

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

  Wisconsin Claim and Declaration of Loss for Lost, Stolen, or Destroyed Credit Union Cashier’s Check or Teller’s Check (83000)

  Use for: Certified, cashier's or teller's checks, when a party claims the check was lost, stolen or destroyed when governed by Wisconsin law.
  

  • Revised 1/20.
  • 8.5 x 11", 1 copy = 1 side.
  • See ii Release No. 0049 for guidance on proper use of the form.
  • See: Compliance Courier - Updated declaration of loss form available (3/03/2020).

   

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