Please complete, print out, sign where indicated and mail form to the credit union.
Other
By signing below, I certify in accordance with the IRS W-9 instructions provided by the Credit Union and under penalties of perjury, that the Social Security number (SSN)/Taxpayer identification number (TlN) shown is my/the correct identification number and that I am NOT; unless designated below, subject to backup withholding because I have not been notified that I am subject to backup withholding as a result of a failure to report ad dividends or interest, or because the IRS has notified me that I am no longer subject to backup withholding.
Account No.:
Member:
Street:
SSN/TIN:
City/State/Zip:
Drivers Lic. No.:
Home Phone:
Date of Birth:
Work Phone:
Mothers Maiden Name:
Employment:
Eligibility for Membership:
Designate the ownership of the accounts and responsibility for the services requested.
Single Party Multiple Party with Survivorship Multiple Party without Survivorship
Drivers Lic. No:
Phone Home:
Phone Work:
Joint Owner
Payable on Death (POD)/Trust Account All accounts Designate specific account(s)
Beneficiary:
UTTMA/UGMA (as custodian for (minor) under the Uniform Transfers/Gifts to Minors Act)
Minor’s TIN/SSN:
Agency Name of Agent:
All Accounts Designate specific account(s)
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