Forms and Disclosures

Business Services
Cards- Credit & Debit
Checking
Certificate-IRA-Trust
Disclosures
Loans
Mortgages
Savings

By opening a business account with Educators, you will enjoy a lot of the same products you do as a member. Manage your finances 24/7 with Educators Online and Mobile Banking — pay bills, check balances, view transaction history, transfer funds, and more! Loans and credit cards are not out of the question if you are a business member — we have a variety to choose from.

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or faxing (262-884-7235) or by dropping it off at an Educators Credit Union branch.

Our address is:

Educators Credit Union
Attn: Business Services Department
PO Box 081040
Racine, WI 53408

Business Services

nAME

Purpose
Authorization for Additional Business Credit Card Form

Add additional credit cardholders to your existing Business Credit Card. All business owners on the account must sign this form. Maximum of 5 credit cards per business account.
Authorized Signer Application

Add a signer to a new or existing business account.
Business Account Application

Open a new business account.
Business Account Disclosure
Business Credit Card Application
Business Credit Card Agreement and Disclosure
Business Loan/Line of Credit Application
Debit Card Application

Authorize debit cardholders to your existing business account. All cardholders must be on the account prior to card issue & all business owners on the account must sign this form. Maximum of 2 debit cards per business account.
Debit Card Disclosure
Emergency Removal Form A business owner on the account can remove an Authorized Signer or themselves from the existing business account.
Sole Proprietor – Registration of Firm Name

Form must be notarized and filed with the Register of Deeds in your respective County.
Termination of Business Credit Card Form

Any business owner on the account can remove any credit cardholder from their Business Credit Card.
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Make the most of your money with Educators cards. You can really get used to the competitive low rates of Educators Visa® debit and credit cards. And we don’t stop there; earn reward points, enjoy secure shopping with EMV chip card technology, personalize your cards with a custom image, and control how your card is used with the Educators Ctrl app.

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or faxing 262.884.8415 or by dropping it off at an Educators Credit Union branch.

Cards- Credit & Debit Forms

NAME
ATM Card Application Form
Close Credit Card Request Form
Credit Card Authorization for Additional Users Form
Debit Card Application Disclosure
Debit Card Application Form
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We designed our checking products with you in mind. With Educators checking accounts, there are no minimum balance requirements, real-time deposits, and you will enjoy no monthly fees on most accounts. You will have 24-hour access to your accounts from a computer or mobile device; make check deposits with FlashCash; guarantee your bills are paid with Bill Pay, and much more through Educators Online Banking.

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking by mailing or by dropping it off at an Educators Credit Union branch.

Checking

Name

PURPOSE
Change of Address Form Instructions Visit Online Banking for Change of Address
Check Order Form Instructions Visit Online Banking for Check Order Form
Domestic Wire Request Form
International Wire Request Form  For Business Members Only
Joint Account-Holder Deletion Form
Online Banking Agreement & Disclosure
Overdraft Privilege Policy
Stop Payment Form – Check Instructions Visit Online Banking for Stop Payment Form
VISA Debit Card Cardholder Agreement Disclosure
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Educators Share Certificate accounts have competitive rates to boost your savings and help secure your future. Plan for future life events with an Individual Retirement Account (IRA) or an Education Savings Account (ESA).

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or by dropping it off at an Educators Credit Union branch.

Our address is:

Educators Credit Union
Attn: IRA Support Department
PO Box 081040
Racine, WI 53408

Certificate IRA Trust

NAME

PUrpose
Authorization for Additional HSA Card Form

Add an additional debit card holder to your Health Savings Account. Maximum of 2 debit cards per HSA.
Authorization for Additional HSA Card Disclosure
Coverdell ESA Application, Plan Agreement & Disclosure

Establish a Coverdell ESA using this form. Must be signed by the Grantor and the Responsible Individual.

Coverdell ESA Death Beneficiary Form

Add or update the death beneficiary on an existing Coverdell ESA.
Coverdell Transfer Request Form

Request a direct transfer of Coverdell ESA funds from another company to Educators Credit Union.
Coverdell Withdrawal Form

Request a withdrawal from the Coverdell ESA. The Responsible Individual on this account must sign this form.
HSA Application, Plan Agreement & Disclosure

Establish a Health Savings Account using this form.
HSA Beneficiary Form

Add or update the beneficiary on an existing Health Savings Account.
HSA Transfer Request Form

Request a direct transfer of HSA funds from another company to your HSA at Educators Credit Union.
HSA Withdrawal Form

Request a withdrawal from your Health Savings Account.
IRA Beneficiary Form

Add or update the beneficiary on an existing Traditional or Roth IRA.
IRA/HSA/Coverdell Contribution Form

Use this form to make a normal contribution to your Traditional or Roth IRA, HSA, or Coverdell ESA.
IRA Required Minimum Distribution Automatic Payments Form

Use this form to establish or update the automatic distribution of your IRA RMD.
Roth IRA Application, Plan Agreement & Disclosure

Establish a Roth IRA using this form.
Roth IRA Transfer Request Form

Request a direct transfer of Roth IRA funds from another company to your Roth IRA at Educators Credit Union.
Roth IRA Withdrawal Form

Request a withdrawal from your Roth IRA.
Traditional IRA Application, Plan Agreement & Disclosure

Establish a Traditional IRA using this form.
Traditional IRA Transfer Request Form

Request a direct transfer of Traditional IRA funds from another company to your Traditional IRA at Educators Credit Union.
Traditional IRA Withdrawal Form

Request a withdrawal from your Traditional IRA.
IRA/HSA/Coverdell Contribution Form

Use this form to make a normal contribution to your Traditional or Roth IRA, HSA, or Coverdell ESA.
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Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or faxing or by dropping it off at an Educators Credit Union branch.

Saver's Sweepstakes Disclosures

Name Purpose
Saver’s Sweepstakes – Full Disclosure Full Account details for the Saver’s Sweepstakes
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If you’re looking for a loan to restore your checking balance, to help rebuild your credit, or another reason, we can help find the right loan for you. We understand that every loan is different; our goal is the help you determine which loan will fit your budget and help you meet your goals.

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or faxing 262.884.7235 or by dropping it off at an Educators Credit Union branch.

Our address is:

Educators Credit Union
Attn: Member Services Department
PO Box 081040
Racine, WI 53408

Loans

NAME
Boat Registration and Title Form
MV-1 – WI Title/License Plate Form
MV – 2119 – WI Replacement Title Form
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Whether you need a mortgage for a new or current home, a loan to improve your home, or to use the equity from your home for another project, Educators has the loan product for you. We want to help first-time homebuyers get the in the home of their dreams! Ask us about our special first-time homebuyer program. There’s no reason to go anywhere else for your mortgage needs.

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or faxing 262.884.7235 or by dropping it off at an Educators Credit Union branch.

Mortgages Disclosures

Adjustable Rate Mortgage Disclosure – 5/5 Year Index ARM
Adjustable Rate Mortgage Disclosure – 2 Year Index ARM
Adjustable Rate Mortgage Disclosure – 5 Year Index ARM
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Savings accounts at Educators will help you meet your personal goals. With just $5 in your Educators Prime Share Savings account, you become a member-owner! We offer competitive rates — no matter what you are saving for, with our different savings account options, you receive returns. You also have the ability to access your account, check balances, make transfers, and more online with your smartphone through Educators Online Banking.

Most forms can be completed and submitted online securely.

If the form is a download, you can return the completed form by scanning it and securely sending through Online Banking, by mailing or by dropping it off at an Educators Credit Union branch.

Savings Forms

NAME

purpose
Account Ownership Deletion
Change of Address Form Instructions Visit Online Banking for Change of Address
Check/Statement Copy Request Form
Custodial Account – Transfer of Control To Minor Form
Domestic Wire Request Form
International Wire Request Form (For Business Members Only)
Payable on Death Agreement
Removal of Power of Attorney Agent
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