Get Schoolsfirst Fcu Loan Application 2023-2025

Filling out the SchoolsFirst FCU Loan Application online can streamline your loan request process. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your loan application smoothly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your participant information. Fill in your name, Social Security Number or Nationwide Account Number, date of birth, preferred phone number, and type of phone (home, work, or cell). Include your street address, city, state, school district, ZIP code, plan number, email address, and the plan type (403(b), 401(a), or 457(b)). Select your preferred method of contact if additional information is needed.
3. Complete the current account and loan balance section. Answer whether you have ever defaulted on a loan. If yes, indicate if the default has been repaid. Report on any current or past loans within the last 12 months and attach your most recent statement if applicable.
4. List your accounts under the school district. For each account (up to three), include the investment provider name, current account value, highest loan balance in the last 12 months, outstanding loan amount (if any), and whether the account is in good standing.
5. Indicate the loan amount you wish to borrow. Note that the loan amount will be reduced to the nearest increment of $100. You may also choose to borrow the maximum amount available to you.
6. Select the loan term for either the general purpose loan or purchase of primary residence loan. If no box is checked for the general purpose loan term, it will default to 5 years.
7. Authorize the one-time ACH payment by completing the required bank account information. Ensure to fill in the routing and account number if choosing the direct deposit option. Indicate whether you would like to send the funds to your SchoolsFirst FCU account or by check to your address.
8. Complete the authorization and certification statement by presiding your name, signature, and date. Ensure that you have provided accurate information as required.
9. Once the form is completed, review all sections for accuracy. You can then save changes, download, print, or share the application form as needed.

Begin your application process online now to ensure a swift and efficient loan request.