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Forms
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.
If you're trying to dispute an ACH transaction, please call our Contact Center at 303-321-4209 or 1-800-858-7212, Monday - Friday 8:00 a.m. - 6:00 p.m., Saturdays 9:00 a.m. - 1:00 p.m.
Please complete this form in order to add a Conservator to your account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your form, please contact specialtyaccounts@westerracu.com. For more information on Conservatorship, please click here.
Link your Westerra Credit Card as Checking/Spending Overdraft Protection Form - Complete this form to create or update the Overdraft Protection Sequence for your Checking/Spending Account to include your Westerra Credit Union Credit Card.
Fraudulent Transaction Disputes - If you see a credit/debit card transaction posted that you did not participate in or if your card has been lost or stolen.
Merchant Transaction Disputes - Cancellation/Return of Merchandise/Service, Duplicate Charge, Incorrect Amount, Non-receipt of Merchandise/Service, Paid by Other Means or Quality of Merchandise/Service.
ATM Deposit/ Dispense Error Transaction Disputes - To dispute an ATM deposit/ dispense error (such as an incorrect amount was dispensed or the amount you deposited differs from the amount on your receipt).
Fill out this form for unauthorized or incorrect transactions through the digital banking bill pay service. For transactions that were posted outside of the digital banking bill pay service, please fill out a Card Dispute Form.
Unauthorized Bill Pay Transactions - If you see an unauthorized bill pay transaction posted to your account that you did not make through online bill pay.
Account to Account Disputes - If you see a transaction posted as a bill payment withdrawal that you did not make through online bill pay.
Peer to Peer Disputes - If you see a transaction posted as a bill payment withdrawal to an external entity and/or a “Westerra Credit Union” debit card withdrawal that you did not make through online bill pay.
Westerra Direct Deposit Form - Fill out, print and give this form to your employer to automate payroll deposits into your Westerra 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 Digital Banking.
Please complete these forms in order to apply for an Estate account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your forms, please contact specialtyaccounts@westerracu.com. For more information on Estate accounts, please click here.
Affidavit of Foreign Personal Representative (if applicable) **Requires Notary**
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 Digital 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.
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.
Domestic Wire Form - Use this form to request a domestic wire transfer from your Westerra account to another financial institution within the United States.
International Wire Form - Use this form to request an international wire transfer from your Westerra account to another financial institution outside of the United States.
Begin here to become a Member of Westerra Credit Union. You can also open an account online!
Or go here to become a Business Member at Westerra.
Please complete these forms in order to add a Power of Attorney to account. If you have any questions or need assistance completing your forms, please contact specialtyaccounts@westerracu.com. Please allow two business days for a representative to contact you. For more information on adding a Power of Attorney, please click here.
POA Agent Certification **Requires Notary**
Please complete this form in order to open a Representative Payee Account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your form, please contact specialtyaccounts@westerracu.com. For more information on Representative Payee’s, please click here.
ACH Stop Payment Request - Fill out this form to stop automatic withdrawals from your account.
The Subordination Request Form for mortgages 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.
Go here for the Energy Efficiency Subordination Request Form.
Please complete these forms in order to open a Trust account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your forms, please contact specialtyaccounts@westerracu.com. For more information on Trust accounts, please click here.
Westerra Certification of Trust **Requires Notary**
