Get Share Draft Application Form - Cse Credit Union

Filling out the Share Draft Application Form for CSE Credit Union online is a straightforward process designed to help users set up their share draft account efficiently. This guide will provide step-by-step instructions to ensure you complete the form correctly.

Follow the steps to fill out the Share Draft Application Form online.

1. Click ‘Get Form’ button to download the Share Draft Application Form and open it in the editor.
2. Begin by filling in the member information section. Enter your primary owner's name and membership number in the designated fields.
3. In the account ownership section, provide details for any joint owners, including their name, Social Security Number or Tax Identification Number, street address, driver’s license information, city, state, zip, date of birth, home phone, cell phone, and occupation.
4. Proceed to the beneficiary designations section. Include the names, dates of birth, and full addresses of any beneficiaries you wish to designate.
5. Review the Share Draft Agreement. Ensure that you understand the terms and conditions provided, particularly sections related to account operations, joint ownership, service charges, and withdrawal notice.
6. All account owners must sign and date the agreement at the indicated signatures section, affirming your understanding and agreement to the terms outlined.
7. Once all information is complete and signatures are obtained, save your changes. Choose to download, print, or share the completed form as needed.

Complete your Share Draft Application Form online today to set up your account seamlessly.