Get Cu Online Linking Consent Form - Cusocal

Filling out the CU OnLine Linking Consent Form - Cusocal is an essential step for users looking to link multiple CU SoCal accounts. This guide provides clear, step-by-step instructions to help you understand each section of the form and ensure that all necessary information is accurately provided.

Follow the steps to complete the CU OnLine Linking Consent Form online.

1. Click the ‘Get Form’ button to obtain the CU OnLine Linking Consent Form. This will allow you to access the form in the editor for further processing.
2. Begin by entering the account number for the account you want to link. This information is crucial as it identifies the specific CU SoCal account that will be accessed by others.
3. In the section provided, list any additional CU SoCal accounts that you would like to include in the linking process. Ensure that you accurately identify each account to avoid any linking issues.
4. Next, sign the form to acknowledge your request for linking. If more than one account holder is authorizing this action, ensure each individual provides their signature in the designated spaces.
5. Indicate the date next to your signature to confirm when you signed the form. This is important for record-keeping purposes.
6. Review all the filled sections carefully to ensure there are no errors or omissions before submitting the form.
7. Finally, save changes, download, or print the completed form for your records. Afterward, submit the form as instructed by CU SoCal.

Complete your CU OnLine Linking Consent Form online today to streamline your banking experience!