Member Forms

I want to manage my account

• Add a joint owner or change name

• Revoke a joint owner

• Add an authorized signer to your credit card

• Link your credit card to an account for overdraft protection

• Direct deposit form

• Set up automatic payments from your Westerra account

• Transfer money from another financial institution to Westerra

• Request an ACH Stop Payment

I want to manage my loan

• Set up automatic loan payments

• Stop automatic loan payments

• Transfer funds to your Westerra savings, checking, or money market

• Set up automatic payments for your first mortgage

• Request to change the due date of your loan

• Subordination request form for mortgages

• Energy efficiency subordination request form

Specialized account services

• Open a conservator account

• Open an estate account

  • Affidavit of foreign personal representative*

• Add a power of attorney to an account

  • POA Agent Certification*

• Open a representative payee account

• Open a trust account

  • Certification of Trust*

*Note some forms require a notary.

Before submitting your form, please review the corresponding FAQ for important information, eligibility requirements, and answers to common questions. If you need additional assistance, contact specialityaccounts@westerracu.com.