Forms

Forms

Here are forms to assist you with your specific needs. Please note that some of these actions can be requested in Online Banking. To use a form below, simply complete the form, print it out, sign and return it in-person to any of our branch locations, mail it to Westerra Credit Union, P.O. Box 9408, Denver, CO 80209 or fax it to 1-866-208-1597. More specific information may be found on some forms. For security purposes, please do not return completed forms by email.

Please note we will never ask you to send us personal information such as your account number, PIN, Social Security Number or Tax ID through email or social media channels. If you do receive a request like this or any other suspicious phishing email, please forward it to us at email@westerracu.com.

Business forms below

Membership Application

• Begin here to become a member of Westerra Credit Union. You can also open an account online!

Change of Address Form

• Update your address using this form. You can also quickly change your address and other contact information in Online Banking (under Settings, then Profile).

Account Ownership/Name Change

• Account Change Request Form - Use this form to change your legal name or add another person as a joint owner on your account.
• Revoke Joint Owner Form - This form removes an individual from your account. Please note this form needs to be notarized or signed in front of a Westerra employee.
• Agreement for Payable on Death (POD) Designations - This form designates who will receive payment of the value of your account(s) following your death.

Direct Deposit/Third Party Direct Payment

• Westerra Direct Deposit Form - Fill out, print and give this form to your employer to automate payroll deposits into your Westerra account.
• Social Security Direct Deposit Form - Fill out, print, and bring this form to Westerra to automate Social Security deposits into your account.
• Advice of Banking Account Change Form - Fill out, print and give this form to a biller so they can set up automatic payments from your account. You can also use our Bill Pay service in Online Banking.

Loan Payments/Funds Transfer

• Authorization Agreement for Automatic Westerra Loan Payments - Use this form to set up or modify automated Westerra loan payments. These can also be set up in Online Banking through External Transfer.
• Authorization to Terminate Direct Payments - Fill out this form to discontinue automated Westerra loan payments. Please note - you don’t need to fill this out if your loan has been paid off.
• Authorization Agreement for Transfer of Funds to a Westerra Deposit Account - Use this form to initiate a transfer of funds from another financial institution to a Westerra savings, checking, Money Market, IRA Share or Coverdell account.
• Transfer Funds Between Westerra Accounts - Fill out this form to transfer money into another Westerra account. Please note - you can also call us, and we can transfer money while you are on the phone or you can set up transfers in Online Banking.
• First Mortgage Automatic Monthly Payment ACH Form - Use this form to set up an automatic monthly payment on an existing Westerra first mortgage loan.
• Payment Due Date Change Request Form - Fill out this form to request a change to your loan payment due date.

Switch Your Checking Account

• Follow these five easy steps to switch your checking account. You can also refer to our helpful checklist.

Stop Payment (Checks/ACH)/Unauthorized ACH Debit Form

• ACH Stop Payment Request - Fill out this form to stop automatic withdrawals from your account.
• Revoke Check/ACH Stop Payment Request - Fill out this form to reverse your stop payment request.
• Stop Payment Form - Fill out this form if you want to stop payment on a check, so the payment doesn’t go through. You can also stop a check payment in Online Banking for free!
• Unauthorized ACH Debit Form - Fill out this form when you want to dispute an unauthorized ACH payment.

Credit Card Forms

• ATM Transaction Dispute Form - Fill out this form to dispute an ATM transaction (such as an incorrect amount was dispensed or the amount you deposited differs from the amount on your receipt).
• Fraudulent Transaction Dispute Form - Fill out this form if you see a transaction posted that you did not participate in or if your card has been lost or stolen.
• Merchant Transaction Dispute Form - Fill out this form if you were overcharged, charged twice, were promised a credit and did not receive it or did not receive the merchandise or services purchased.

Check Reconciliation Form

• Use this to help balance your checking account.

Courtesy Pay Opt-In/Opt-Out Form

• Use this form to opt-in or opt-out of Courtesy Pay for debit card transactions. Learn more.

Subordination Request Form

• This form is primarily for lenders inquiring about our subordination requirement for people that have a second mortgage with Westerra and will be financing a first mortgage.

Business Banking Forms

• Documents Required to Open a Business Account - Learn about what documents are required to open a Business Membership.
• Certification of Beneficial Owner Form - Persons opening an account on behalf of a legal entity must provide the information in this form.