Get Electronic Funds Transfer (eft) - Bcu - Bcu

Filling out the Electronic Funds Transfer (EFT) form for BCU can be an essential step in managing your finances. This guide provides clear, step-by-step instructions to help you complete the form accurately, ensuring a smooth transfer process.

Follow the steps to complete your EFT form accurately.

1. Click the ‘Get Form’ button to access the Electronic Funds Transfer form and open it in your editing tool.
2. Enter your BCU account number in the designated field for account information to ensure accurate identification.
3. Provide the full name of the account holder as it appears on your account. If applicable, include the joint account holder’s full name.
4. Fill in your email address to receive updates on the status of your EFT setup.
5. For the other financial institution’s information, input the institution's name, phone number, routing transit number, and account type (checking or savings).
6. If making a loan payment to BCU, list the loan IDs and amounts for each loan, along with the scheduled payment dates.
7. When transferring funds to your BCU account from another financial institution, provide your BCU Share ID, the amount of the deposit, and the date of the transfer.
8. For withdrawals from your BCU account to another institution, input your BCU Share ID, the withdrawal amount, and the date of the transaction.
9. Review all entered information for accuracy and sign the form in the designated section.
10. Finally, fax the completed form to (866) 920-3555 or mail it to BCU Attn: Account Services, PO Box 8133, Vernon Hills, IL 60061.

Begin filling out your Electronic Funds Transfer (EFT) form online today to streamline your financial transactions.