All Forms

Manage Your Account

• Account Closing Request
• Change of Address
• Debit Card Request Form
• Direct Deposit Set Up Form
• Dispute for Unauthorized ACH Transactions
• Funds Transfer Authorization – Within COPFCU
• Funds Transfer Authorization – Other Banks
• Overdraft Services Consent Form
• Travel Notice for Debit/Credit Cards
• Wire Transfer – Incoming Wire Instructions
• Wire Transfer – Outgoing Wire Request
• Visa Application and Balance Transfer Form

Health Savings Account

• HSA Membership Application Form
• HSA Application and Beneficiary Form
• HSA Agent Authorization Form

Business Account Forms

• New Business Account Requirements
• New Business Account Signature Card for Authorized Signers
• Resolution of Authority
• Customer Due Diligence Certification – Beneficial Ownership