membership application & signature card - wings financial · membership application &...

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MEMBERSHIP APPLICATION & SIGNATURE CARD Simply bring this completed membership application to your local branch or mail it to us with a copy of your valid driver’s license and your initial deposit. WINGS ID # Applicant Name Date of Birth US Social Security Number (Passport required if no US SSN) Mailing Address (residence address required if P.O. Box) City State Zip Residence Address (required if different than mailing address) City State Zip eMail Address Home Phone Business Phone Cell Phone Place of Birth: City, State Mother’s Maiden Name Employer Employer’s Address City State Zip ID Type: ID Number: Issuing State/Country Driver’s License Passport State ID PRIMARY MEMBER INFORMATION Check ONE box below to indicate your qualification for membership. MEMBERSHIP ELIGIBILITY (If more than one applies to you, please choose the most appropriate) FAMILY MEMBERSHIP I am an immediate family member of a Wings member. I am an immediate family member of an air transportation employee. Name of Air Transportation Company AIR TRANSPORTATION I am an air transportation employee/retiree. COMMUNITY I live or work in the 13 County Minneapolis/St. Paul Metro area. I live or work in the Seattle Metro/Puget Sound area. Have you had a checking account at this or another financial institution within the last 12 months? YES NO If yes, where? Have you or your joint applicant had a checking account closed by a financial institution without consent in the last 12 months? YES NO If yes, reason? Have you or your joint applicant been convicted of a criminal offense because of the use of a check or other similar item within the last 24 months? YES NO CHECKING ACCOUNT (Primary applicant must complete the following information) PLEASE ISSUE: • An Access Code that allows me to use your FREE automated banking systems (CU Online-Internet and CU PAL-Phone) Primary Signer Joint Signer • A Visa ® Check Card (Checking Account required) Primary Signer Joint Signer • An ATM Card (if you are not opening a checking account) Primary Signer Joint Signer For check orders, complete enclosed check order form Open Following Accounts: Opening Deposit: Share Savings A minimum of $5 is required Checking An initial deposit is required Other Other $ $ $ $ INITIAL DEPOSIT AddiTionAl sERViCEs Joint Tenant Name Date of Birth US Social Security Number (Passport required if no US SSN) Wings ID Number Mailing Address (residence address required if P.O. Box) City State Zip Residence Address (required if different than mailing address) City State Zip eMail Address Home Phone Business Phone Cell Phone Place of Birth: City, State Mother’s Maiden Name Employer Employer’s Address City State Zip ID Type: ID Number: Issuing State/Country Driver’s License Passport State ID JOINT TENANT INFORMATION (If applicable.) (The joint tenant will be included on all products opened with this application.) BENEFICIAR 005W Wings Financial Credit Union 2/13 page 1 of 2

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Page 1: MeMbership ApplicAtion & signAture cArd - Wings Financial · MeMbership ApplicAtion & signAture cArd Simply bring this completed membership application to your local branch or mail

MeMbership ApplicAtion & signAture cArdSimply bring this completed membership application to your local branch or mail it to us with a copy of your valid driver’s license and your initial deposit. WINGS ID #

Applicant Name Date of Birth US Social Security Number (Passport required if no US SSN)

Mailing Address (residence address required if P.O. Box) City State Zip

Residence Address (required if different than mailing address) City State Zip

eMail Address Home Phone Business Phone Cell Phone

Place of Birth: City, State Mother’s Maiden Name Employer

Employer’s Address City State Zip

ID Type: ID Number: Issuing State/Country

Driver’s License Passport State ID

P R I M A R y M E M B E R I N f o R M AT I o N

Check one box below to indicate your qualification for membership.M E M B E R S H I P E L I G I B I L I T y (If more than one applies to you, please choose the most appropriate)

FAMilY MeMbership

I am an immediate family member of a Wings member. I am an immediate family member of an air transportation employee. Name of Air Transportation Company

Air trAnsportAtion I am an air transportation employee/retiree. coMMunitY I live or work in the 13 County Minneapolis/St. Paul Metro area. I live or work in the Seattle Metro/Puget Sound area.

Have you had a checking account at this or another financial institution within the last 12 months? yES No

If yes, where?

Have you or your joint applicant had a checking account closed by a financial institution without consent in the last 12 months? yES No

If yes, reason?

Have you or your joint applicant been convicted of a criminal offense because of the use of a check or other similar item within the last 24 months? yES No

C H E C k I N G A C C o U N T (Primary applicant must complete the following information)

PLEASE ISSUE: • An Access Code that allows me to use your FREE automated banking systems (CU Online-Internet and CU PAL-Phone)

Primary Signer Joint Signer

• A Visa® Check Card (Checking Account required) Primary Signer Joint Signer

• An ATM Card (if you are not opening a checking account) Primary Signer Joint Signer

for check orders, complete enclosed check order form

open Following Accounts: opening deposit:

Share Savings A minimum of $5 is required

Checking An initial deposit is required

other

other

$

$

$

$

I N I T I A L D E P o S I TA d d i T i o n A l s E R V i C E s

Joint Tenant Name Date of Birth US Social Security Number (Passport required if no US SSN) Wings ID Number

Mailing Address (residence address required if P.O. Box) City State Zip

Residence Address (required if different than mailing address) City State Zip

eMail Address Home Phone Business Phone Cell Phone

Place of Birth: City, State Mother’s Maiden Name Employer

Employer’s Address City State Zip

ID Type: ID Number: Issuing State/Country

Driver’s License Passport State ID

J o I N T T E N A N T I N f o R M AT I o N (If applicable.) (The joint tenant will be included on all products opened with this application.)

B E N E f I C I A R

005W Wings Financial Credit Union 2/13

page 1 of 2

Page 2: MeMbership ApplicAtion & signAture cArd - Wings Financial · MeMbership ApplicAtion & signAture cArd Simply bring this completed membership application to your local branch or mail

Beneficiary Name 1 Date of Birth or Social Security Number Relationship

Beneficiary Name 2 Date of Birth or Social Security Number Relationship

B E N E f I C I A R yPayable on Death (PoD): In the event of my death, or the death of all owners, I/we designate the following beneficiary(ies) to receive all sums in the accounts opened with this application.

X

if you live in a community property state (AZ. CA, id, lA, nM, nV, TX, WA, Wi) and designate a beneficiary other than your spouse, the spouse must consent to the designation by signing below.

Signature of Spouse Date

005W Wings Financial Credit Union 2/13

page 2 of 2

WINGS ID #

By signing below, I certify that I am eligible and make application for membership in Wings Financial Credit Union. I agree to conform to its bylaws and any amendments thereto and subscribe to at least one share. I also acknowledge receipt of, and agree to, a complete list of rules, regulations and fees concerning the account (Account Agreement and Disclosure). I certify, under penalty of perjury, that all information furnished on this application is true and correct. It is also agreed that the member (applicant) may, at any time, without consent of the joint tenant, close the account, add a joint tenant or beneficiary or remove the name of any or all joint tenants or beneficiaries. The Credit Union is required to and will verify the eligibility and identity of all account applicants by obtaining a credit report.

Instructions to the signer: Certification Instruction; Cross out item 2 if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax retrun. Cross out item 3 and complete a W-8 BEN if you are not a U.S. person. CERTIFICATION AS TO TAX PAYER IDENTIFICATION NUMBER AND BACKUP WITHHOLDING. Under penalties of perjury, I certify that: 1) The number shown on this form is my correct tax payer identification number. 2) I am not suject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the IRS that I am subject to backup withholding as a result of a failure to report all interest and dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and 3) I am a U.S. person including a U.S. resident alien. The Internal Revenue Service does not require your consent to any provisions of this document other than the certification required to avoid backup withholding.

A G R E E M E N T , S I G N AT U R E A N D C E R T I F I C AT I O N O F TA X PAY E R I D N U M B E R

XSignature of Applicant Date

XSignature of Joint Tenant Date

Opened by # Date SV # Checking # Other #

R.A. (P) FIS (P) FOM(P) R.A. (JT) FIS (JT) FOM(JT) Other # ID Verified