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Welcome to Your CU Store
Your CU Store continues to be your one stop, affordable source for all credit union deposit and lending forms and disclosures. Your CU Store forms are designed to be easy to use, easy for your members to understand, fully-compliant and with your credit unions' best interest and protection in mind. As always, the forms are COMPLIANCE PROTECTED in conformity with all applicable laws and regulations.

 
 
   
 
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MEMBERSHIP AND SHARES

Business Account Application and Agreement
Form #560
This account agreement establishes a business account relationship. It can be used for different types of business structures: sole proprietorship; general or limited partnerships; limited liability companies; corporations and unincorporated associations. It is an application and agreement for both a share savings account and/or a share draft account. This card is to be used along with a rate and fee schedule.
2 part NCR
100/pkg Minimum order 100
12” x 5”; folds to 3" x 5"

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California Financial Information Privacy Act Notice
Form #5107
This notice is designed to provide consumers with the information required under California law if the credit union shares non-public personal information with a third-party financial institution that is not subject to a joint marketing agreement. It can be used to satisfy both account opening and annual disclosure requirements and, if applicable, provide necessary opt-in/opt-out information.
Minimum order 250
7-1/3" x 8-1/2" flat; folds to 3-2/3" x 8-1/2"

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Certification of Trust
Form #541
A credit union opening or modifying a trust account may require the trustee to provide a certification of trust in accordance with California Probate Code §18100.5 to establish the existence or the terms of the underlying trust. This form identifies the key information set forth in §18100.5 and can be completed by the trustee in lieu of providing his or her own certification of trust. It should be acknowledged before a notary public or other authorized person.
Available only in electronic .pdf format

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Designation of Beneficiary for Share and/or Insurance
Form #513
This card is designed to be used in conjunction with a separate account agreement to add pay-on-death beneficiaries. It can be used if your account agreement does not include a pay on death beneficiary designation section or to update an existing beneficiary designation.
100/pkg., Minimum order 100
3” x 5”

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Electronic Funds Transfer Disclosure
Form #4182
This disclosure contains the information required under the Electronic Funds Transfer Act to be provided to all account holders who access their account electronically. At your option, it can address ATM services, check/debit cards, home banking or bill paying services, ACH, audio response, and/or mobile banking. If you prefer, separate disclosures for these services are available. It is tailored to your credit union’s unique account terms and is presented in a brochure format.
Multi-panel
Minimum order 250
14" x 8-1/2" folds to 3-1/2" x 8-1/2"

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Federal Gramm-Leach-Bliley Act (GLBA) Privacy Notice
Form #5106
This notice is designed to provide consumers witht he information required under a federal law about how the credit union collects, shares and protects consumer infomraiton based upon the credit union's information-sharing proactices. It canbe used to satisfy both account opening and annual disclosure requirements and, if applicable, provide necessary opt-out information.
8-1/2” x 11”

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Membership Application and Account Agreement
Form #5132
This card is an all inclusive membership application and account agreement for a regular share savings account. It allows for joint owners, and beneficiary designations and includes a request for tax identification number. This agreement may be used for multiple accounts with the same ownership structure. This card is to be used with a Truth in Savings disclosure and a rate and fee schedule.
2 part NCR
100/pkg Minimum order 100
12” x 5” Folds to 3” x 5”

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Payroll Deduction
Form #91
This card is used to initiate, change, or to discontinue automatic payroll deductions.
3 part, NCR;
100/pkg Minimum order 100
5-1/2” x 5-1/8”

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Safety Tips When Using Your Credit Union ATM
Form #4180
This notice contains important information designed to educate members on the safe use of automated teller machines (ATMs), as required by California state law when issuing an ATM or debit card. It is sized for convenient statement stuffer mailing.
100 pkg., Minimum order 100
3-1/4” x 7-5/8”

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Share Certificate
Form #5110
This certificate is designed to provide important disclosures under the Truth in Savings Act applicable to a new share certificate account. This certificate is designed to be used with a complete Truth in Savings disclosure and a rate and fee schedule.
2 part NCR
100/pkg Minimum order 100
8-1/2” x 11”

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Share Certificate (Short Form)
Form #5166
This modified share certificate is designed to provide select key disclosures under the Truth in Savings Act applicable to a new share certificate account. This certificate is designed to be used with a complete Truth in Savings disclosure and a rate and fee schedule.
2 part NCR
Minimum order 100
8-1/2” x 5-1/2”

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Share Certificate Maturity Notice
Form #1163
This is a multipurpose document designed to notify your member of an upcoming share certificate maturity date and provide options for renewal or disbursement.
2 part NCR
100/pkg., Minimum order 100
5-1/2” x 8-1/2”

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Share Draft Application and Agreement
Form #530
This is a stand alone share draft application and account agreement to establish a share draft. It does not include the membership application, It includes language with options for both share and loan overdraft protection. This card is designed to be used with a Truth in Savings disclosure and a rate and fee schedule.
2 part; NCR
100/pkg Minimum order 100
12” x 5” Folds to 3” x 5”

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Special Power of Attorney
Form #850
This form designates an attorney-in-fact or agent to act on behalf of the account owner or principal to perform certain transactions involving specified credit union accounts. This form is available only as an electronic PDF version.
PDF or Word
Electronic
8-1/2” x 14”

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Stop Payment Order
Form #517
This form is a member authorization to stop payment on a specific share draft or pre-authorized transfer.
3 part NCR
100/pkg Minimum order 100
8-5/8” x 3-7/8”

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Totten Trust Account Agreement
Form #534
This account agreement is used to place funds in a revocable trust account independent of any other estate planning device a member or owner may be party to outside the credit union. It includes a trust agreement and space to designate beneficiaries for both shares and insurance. It also includes a request for taxpayer identification number and back-up withholding certification. This card is to be used with a Truth in Savings disclosure and a rate and fee schedule.
2 part, NCR
100/pkg Minimum order 100
4” x 8-1/2” Folds to 4” x 3”

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Transfer of Funds
Form #143
This form allows a member to authorize a one-time transfer funds from another financial institution to the credit union. It is not designed to be used to transfer IRA or other retirement plan funds.
3 part, NCR;
100/pkg Minimum order 100
7-1/2” x 4-1/2”

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Transfer to Minors Account Agreement
Form #536
This account agreement creates an irrevocable transfer of funds to a minor in compliance with the California Uniform Transfer to Minors Act. It includes a transfer agreement, request for tax identification number, certification and designation of successor custodian. This card is to be used along with a Truth in Savings disclosure and a rate and fee schedule.
2 part NCR
100/pkg Minimum order 100
3” x 5”

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Trustees Account Agreement
Form #540
This card establishes an account at the credit union for funds subject to a revocable or irrevocable trust. It is designed to be used when the account owners have an established trust outside the credit union. It identifies the trustee(s), successor trustees and beneficiaries. It indemnifies and holds the credit union harmless with regard to the actions of the trustees. This card is to be used along with a Truth in Savings disclosure and a rate and fee schedule.
2 part NCR
100/pkg Minimum order 100
4” x 12” Folds to 4” x 3”

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  Truth-in-Savings Disclosure
Form #5150
This disclosure contains the information required under the Truth in Savings Act to be provided to all account holders at the time an account is opened or upon request. It is tailored to your credit union’s unique terms and is presented in a brochure format
Multi-page brochure
Minimum order 500

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