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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.
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.
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 Online Banking.
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.
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.
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.
Credit Card, Debit Card or ATM Transaction Dispute - Fill out this form to file a dispute for these types of situations:
Fraudulent Transaction Disputes - If you see a transaction posted that you did not participate in or if your card has been lost or stolen.
Merchant Transaction Disputes - If you were overcharged, charged twice, were promised a credit and did not receive it or did not receive the merchandise or services purchased.
ATM Transaction Disputes - To dispute an ATM transaction (such as an incorrect amount was dispensed or the amount you deposited differs from the amount on your receipt).
