Get New Member Questionnaire For Cfcu - Chatt

Filling out the New Member Questionnaire for CFCU - Chatt is an important step in becoming part of the credit union. This guide provides clear and detailed instructions to assist you in completing the form accurately online.

Follow the steps to complete your questionnaire

1. Click the ‘Get Form’ button to access the New Member Questionnaire and open it in your preferred online form editor.
2. Begin by providing your country of citizenship in the designated field. If you are not a U.S. citizen, indicate how long you plan to stay in the U.S. and confirm if you have permission to work here.
3. Answer whether you or any of your relatives or associates are connected to a foreign government. If yes, provide an explanation in the available space.
4. State your reason for choosing this credit union in the corresponding field.
5. List any other banks where you hold accounts, making sure to provide the full names.
6. Specify the types of items you expect to deposit into the account, checking all that apply (e.g., cash, checks, direct deposit, wires, other).
7. Indicate the frequency at which you will make deposits to the account.
8. Describe the methods you plan to utilize for withdrawing funds from the account, such as checks, ATM, debit card, or wires.
9. State the purpose of the account in the related section.
10. If you own a business, indicate whether any business revenue will be deposited. Note that business accounts are not accepted.
11. Estimate the average balance you will maintain in this account.
12. Answer whether any financial transactions affecting this account will originate or be sent outside the U.S. If yes, give explanations.
13. Provide the name of your current employer.
14. Select the range that best represents your annual household income.
15. Describe your initial deposit, differentiating between cash and checks, with specific amounts as applicable.
16. Complete the section that is designated for Credit Union Staff, which includes member number, employee signature, member name, ID, and date.
17. Once all sections are filled out, ensure that you save your changes. You may then download, print, or share the completed form as necessary.

Complete your New Member Questionnaire for CFCU - Chatt online today to become a member and enjoy the benefits!