MEMBERSHIP APPLICATION & ACCOUNT CARD

 

Before completing this form, be sure to review our Truth-In-Savings Disclosure & Funds Availability Policies. 

 

  Notice: PROTECT YOUR FUNDS!   When an account has no deposits or withdrawals for a certain number of years* it is considered "inactive." Your account balance may be transferred to the appropriate state if no activity occurs within the time period specified by state law.  To prevent that, you may want to set up an automated deposit into your account through your bill pay plan. Or, contact our main office to set up an automated debit from an account you have elsewhere.  The amount of the deposit or withdrawal may be as little as $1. We determine the "appropriate state" according to your state of residence.* This notice is required by CCP sections 1513.5 & 1514.

*As of June 2010: three years of inactivity for California residents, 5 years for Texas residents, varying numbers of years for other states.  Lengths of inactivity subject to change. Check with your state's office of Unclaimed Property for updates.  We base your state of residence on  the most recent address change you supply to our main office.  To safeguard your funds, always notify our main office in writing above your full, legal signature when you change your address.  Click on Address Change. 

Please print out, fill in, and mail (or bring in):

We keep info you provide confidential.  We do not trade or sell addresses, phone #s, etc.

New Account #

 

 

TEMPORARY  ACCOUNT  CARD*

(WSFCU use only above this line)

 Other/old CFFCU/WSFCU Acct. #'s

 
PRINT  FULL LEGAL   NAME (as on your government-issued picture ID):   

 

 U.S. SOCIAL SECURITY OR  TAX ID #

 
RESIDENCE  ADDRESS

 CITY

 STATE

 ZIP
MAILING  ADDRESS

 CITY

 STATE

 ZIP
PHONE NUMBERS INCLUDING AREA CODE :work, fax, home landline, cell:  :                                            

                       
PRINT  E-mail address:  

 

DATE OF BIRTH

          State & Driver's 

          License or ID #
By signing below, I certify that the information on this Account Card is complete and true and that I agree to the terms and conditions of the Truth-In-Savings Disclosure and Funds Availability Policy, and to any amendment Women's Southwest FCU makes from time to time which are incorporated herein.  Under penalties of perjury I certify that the number shown on this form is my correct social security or taxpayer identification number; I am not subject to backup withholding; I am a U.S. citizen or resident.  

 

Signature X___________________________________ _________________________Date Signed____________________ 
  Affiliation/Eligibility                            (WSFCU use only below this line)


 Date Opened

By (initials)

 
WSFCU Membership Officer's Signature

 

Date Approved

 

*When you send in your temporary account card--or if you apply in

person at one of our offices--you'll receive a permanent card 

to complete.  Your permanent card will give you the option 

of adding one or two joint owners and/or designating one 

or more Beneficiaries.  

Membership Application

1.  Name_______________________________________________________________

Address________________________________________________________________

City_________________________________________State________Zip____________

   

2.  Eligible to join us?  (See Easy to Join)  If so, check 1 or more boxes below; enter $0 

under 4c.   If not yet, skip this section and go to #3.

[] a. I am the (check one): []parent  []child  []sister/brother of current WSFCU member name 

(& account # if known): _____________________________________________

[] b. I already have a WSFCU account.  My current Acct.#________________________

[] c. I used to have a WSFCU or CFFCU account. Name (and # if known):_________________________________

d. I am a current []member []volunteer []contributor []staffer 

        []subscriber of: (Qualifying Organization name):___________________________________

3.  Dues/Contribution Amount $_______________(list here AND under 4c) TO:__________________________________________(Qualifying Organization's name) 

4.  Breakdown of Amount Enclosed: (by check or money order; no cash) 


   a.$___________opening deposit: $25 to open a regular share account. Bring balance up to 

                                an average of $251 per quarter to earn dividends. 

+b. $___________ dues or contribution from #3 above ($0 if you qualify under #2)

+c. $___________ Women's Scholarship Fund (not tax deductible).

Total $_________*Make one check or money order payable to WSFCU; if you checked #3, 

                                make an additional one out to name of the Qualifying Organization.

 

5. How would you like us to send you the items you've checked

under #6 below?  [ ] by e-mail    [ ] by post     [ ] fax #_____________________________

 

6. Please send me the following forms:

 [X] a.  A permanent Account Card.  The temporary Account Card I 

            printed out from your Web site is enclosed.  I understand 

            that it will give me the option of adding one or two joint 

            owners (who will be signers but not members) as well as

            one or more beneficiaries;

 [X] b. Passbook or Savings Tracker so I can write down the dates

            & amounts of my deposits & withdrawals

 [  ] c. Payroll deduction/ACH Routing #

 [  ] d. Info about Savings Simplifier Accounts to sort my savings

            for different purposes & goals

  [  ] e. "How To" articles & worksheets:  [ ] Buy new/used car

            [ ]Cut living costs  [  ]Set savings goals [  ]Plan spending

            [ ]Save more money [ ] Check & fix my credit reports

            [ ] Improve my credit qualifications so I can pay less

                per month on my loans & credit cards

           [ ]How much per month can I afford to pay on credit?

    [ ] f. Application for Credit Card (& Credit Card Disclosure)

    [ ] g. Application for share draft (checking) account

    [ ] h. Application for loan.  List here:

            Amount $_______________ you wish to borrow

            If your loan is approved, what will you use it to do

            and/or pay for?___________________________________

            ________________________________________________

            To reduce your cost of borrowing, what (if anything)

            would you like to offer as collateral?  (If a car, motorcycle, 

            or motor home, list type, make, year, and model.)

    [ ]i. Application for Women's Scholarship

     

 7. To help us comply with the USA Patriot Act, enclose  

a  legible (color, if possible) photocopy of  one  of the 

following forms of   unexpired  government-issued 

  photo  ID:   

  • state driver's license
  • state ID
  • passport
  • Matricula

7. How’d you learn about us?  _____________________

 

  Send Account Card, Membership Application, copy of photo I.D., 

and one or two checks or money orders to:

Women's Southwest  FCU            Questions?

P.O. Box 720207                           Tel. 214-887-0700

Dallas TX  75372                           E-mail:  WSFCUDallas@sbcglobal.net

 

© 1998 - 2010 California Feminist Fed'l Credit Union &

Women's Southwest Federal Credit Union