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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.
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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
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Trust-Credit Union Agreement (82021)
Use for: Accounts owned by Living (revocable) Trusts.

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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.
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