Forms

google-plus2 facebook twitter blogger tumblr2 reddit linkedin delicious stumbleupon mail printer

Looking for a particular form?

Here you will find some useful forms to help with your day-to-day finances. This page will continually be updated as more forms become available online.

  • Deposit Slip — Make a deposit to any of your CAFCU accounts. Fill out a deposit slip and drop it in the mail to your local branch.
  • EZ Advantage Registration Form — Use this form to authorize CAFCU to initiate an ACH origination from another financial institution to pay your monthly CAFCU loan payment.
  • EZ Advantage Cancellation Form — Use this form to authorize CAFCU to cancel the ACH origination from another financial institution to pay your monthly CAFCU loan payment.
  • Reconciliation Form — Use this form to reconcile your CAFCU account. If you have a question about your statement, please call us at 1-800-359-1939.
  • Overdraft Protection Opt-in Form — Use this form if you would like CAFCU to authorize and pay overdrafts on everyday Visa® debit card signature transactions.
  • Visa Rewards Program Election Form — Fill out this form to enroll in one of our Visa Rewards programs.

Switch Kit Forms

  • Direct Deposit — Use this form to request automatic deposits such as payroll to your new CAFCU account.
  • Automatic Withdrawals/Payments — This letter provides instructions to deduct automatic withdrawals/payments from your new CAFCU account. It should be provided to vendors with automatic payments currently set up such as health clubs, utility bills, or insurance companies.
  • Close Account — This letter provides instructions for your previous financial institution.

Funds Transfer Forms

  • Funds Transfer Agreement — This form will be used to validate information and help us protect against unauthorized use. The form must be completed and returned to your local branch in order to send funds via wire or Western Union.
    • ALL SECTIONS of the Funds Transfer Agreement must be completed. The transfer will not be processed until the entire form is completed. You may indicate the frequency or that it is a one-time transfer, but be advised that each time a transfer is requested, a new Funds Transfer Agreement must be completed.
    • We must have a physical address for all recipients of wire transfers. The wire transfer will not be processed without one. P.O. Boxes are not acceptable.
    • If your address and/or phone number is changed, there is a 30 day waiting period before a transfer can be made. The only exception to this rule is if you make the changes in person in a branch and your identity is confirmed (i.e. government issued identification).
    • For Western Union requests, please indicate the recipient/beneficiary.
  • Domestic Wire Request (includes Puerto Rico) — This form is to request an outgoing domestic wire transfer from your account.
    • The cut-off time to process a domestic wire transfer is 3:30 p.m. CST. There are no exceptions.
  • International Wire Request — This form is to request an outgoing international wire transfer from your account.
    • The cut-off time to process an international wire transfer is 2:30 p.m. CST. There are no exceptions.
  • Western Union Request — This form is to request an outgoing Western Union from your account.
    • The cut-off time to process a Western Union request is 3:30 p.m. CST. There are no exceptions.

Looking for additional forms?

Please log in to Online Account Access and select "Forms" from the Accounts drop-down menu.