Once a Member, Always a Member. Join today! - General Electric ...
Once a Member, Always a Member. Join today! - General Electric ...
Once a Member, Always a Member. Join today! - General Electric ...
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ONLINE BANKER/CALL 24<br />
When you become a member of GEEFCU, you<br />
are automatically enrolled for Online Banker and<br />
CALL 24 access to your account electronically.<br />
Initially, you will need to create a PIN by using<br />
the CALL 24 system. <strong>Once</strong> a member, to assign<br />
yourself a PIN please call the CALL 24 system at<br />
(800) 883-7401 and create a PIN that is personal<br />
to you. It can be between 4 and 15 digits long.<br />
PLEASE NOTE: Before you can access Online<br />
Banker for the first time, you will need to go<br />
through the setup and verification process<br />
discussed above. The first time you log onto<br />
Online Banker you will use your account number<br />
and the PIN you setup on CALL 24. After entering<br />
the site, you will be prompted for a password.<br />
CREATING YOUR PERSONALIZED<br />
IDENTIFICATION NUMBER (PIN)<br />
FOR YOUR VISA CASH & CHECK<br />
(DEBIT) CARD<br />
Please call EFT Telepin at Home at: (800) 224-7670,<br />
and enter client ID number 51041 when prompted.<br />
You will then be given a transaction code, enter<br />
it below. Please write clearly. You will then be<br />
prompted to enter your desired PIN. Please wait<br />
for the system to thank you, and then hang up.<br />
TRANSACTION CODE: _______________________<br />
OFFICE USE ONLY<br />
New Account Checklist: Account Opened:<br />
q Driver’s License/Photo ID Staff <strong>Member</strong>: ___________<br />
q OFAC List Checked Date: __________________<br />
q Employment Verified (paystub) Branch: ________________<br />
TIN CERTIFICATION AND BACK UP<br />
WITHHOLDING INFORMATION<br />
Under penalties of perjury, I certify that:<br />
1. The number shown on this form is my correct<br />
taxpayer identification number;<br />
2. I am not subject to backup withholding because:<br />
a) I am exempt from backup withholding; b) I have<br />
not been notified by the IRS that I am subject to<br />
back up withholding as a result of a failure to report<br />
all interest or dividends, or<br />
c) the IRS has notified me that I am no longer subject<br />
to backup withholding.<br />
3. I am a U.S. person (including a U.S. resident alien).<br />
Certification Instructions: Cross out item 2) above<br />
if you have been notified by the IRS that you are<br />
currently subject to backup withholding because<br />
you have failed to report all interest and dividends<br />
on your tax return. Cross out Item 3) and complete<br />
a W-8 BEN if you are not a U.S. person. The IRS<br />
does not require your consent to any provision of<br />
this document other than the certification required<br />
to avoid backup withholding.<br />
AUTHORIZATION<br />
This section MUST be completed.<br />
By signing below, I/we agree to the terms and<br />
conditions of the <strong>Member</strong>ship and Account<br />
Agreement, Truth-In-Savings Rate and Fee Schedule,<br />
Funds Availability Policy Disclosure (if applicable)<br />
and to any amendment the Credit Union make from<br />
time to time which are incorporated herein. I/We<br />
acknowledge receipt of a copy of the Agreement and<br />
Disclosures applicable to the accounts and services<br />
requested herein. If a Debit Card EFT service is<br />
requested and provided, I/We agree to the terms<br />
of and acknowledge receipt of the Electronic Funds<br />
Transfer Agreement. The Internal Revenue Service<br />
does not require your consent to any provision of<br />
this document other than the certifications required<br />
to avoid backup withholding.<br />
Please provide a copy of your Driver’s License and Payroll Stub.<br />
X<br />
SIGNATURE DATE<br />
X<br />
SIGNATURE DATE<br />
X<br />
SIGNATURE DATE<br />
<strong>Member</strong>,<br />
<strong>Always</strong><br />
a <strong>Member</strong>.<br />
<strong>Join</strong> <strong>today</strong>!<br />
Application for<br />
<strong>Member</strong>ship and<br />
a<br />
Checking<br />
<strong>Member</strong>ship<strong>Once</strong><br />
GEEFCU
VALUE CHECKING<br />
Basic Checking at its best!<br />
a<br />
q First 50 Checks FREE<br />
aq<br />
FREE Visa Cash and Check Card<br />
aq<br />
No per check or item fee<br />
a<br />
q Unlimited ATM Withdrawals (1)<br />
q Unlimited Point-of-Sale (POS) usage (2)<br />
a<br />
a<br />
q FREE Online Services<br />
aq<br />
Low monthly maintenance fee<br />
a<br />
q FREE, up to 4 years for students (3)<br />
VALUE PLUS CHECKING<br />
With Direct Deposit, or a minimum of $5,000<br />
in total share or loan balances, receive all the<br />
benefits of Value Checking plus:<br />
q FREE Checking<br />
(no monthly maintenance fee)<br />
q Overdraft Line of Credit available at a<br />
reduced rate (4)<br />
a<br />
a<br />
Ask about our Interest Bearing Checking<br />
Account!<br />
PREMIUM CHECKING<br />
In addition to the Value Plus benefits, receive:<br />
aq<br />
Dividends on balances of $10,000<br />
or greater<br />
aq<br />
150 checks per year<br />
aq<br />
FREE wire transfers<br />
aq<br />
Unlimited ATM usage<br />
q FREE for members 65 and over<br />
a<br />
We value your membership and look forward to serving you.<br />
Your savings federally insured to at least $250,000<br />
and backed by the full faith and credit of the United States Government<br />
NCUA<br />
National Credit Union Administration, a U.S. Government Agency<br />
(1) Some financial institutions charge a usage fee. $500.00 daily cash limit.<br />
(2) $1,100.00 daily purchase limit.<br />
(3) Value checking is available to full time students 17 years of age or older with<br />
proof of enrollment for up to four years from date of account opening.<br />
Accounts for students 17 years of age must be opened with an adult.<br />
(4) Per credit approval.<br />
MEMBERSHIP APPLICATION/ACCOUNT CARD<br />
YES, I would like to become a member of <strong>General</strong> <strong>Electric</strong> Employees Federal Credit Union. A $25.00 deposit is enclosed to open a Share (Savings) Account.<br />
Please open the following accounts or forward me the appropriate forms or application:<br />
q Holiday Club q Vacation Club q Money Market Deposit Account q Term Share Certificate q VISA Debit Card q Other<br />
ELIGIBILITY FOR MEMBERSHIP ________________________________________________________________<br />
APPLICANT<br />
NAME <strong>Member</strong> Number (To be Completed by Credit Union)<br />
SSN/TIN<br />
Address City State Zip<br />
Home Phone Work Phone License No. State<br />
Date of Birth E-mail<br />
Mother’s Maiden Name<br />
CO-APPLICANT<br />
NAME<br />
SSN/TIN<br />
q With Survivorship q Without Survivorshp<br />
Address City State Zip<br />
Home Phone Work Phone License No. State<br />
Date of Birth E-mail<br />
BENEFICIARY(IES), if other than above, to be paid upon death.<br />
Beneficiary<br />
Street City State Zip<br />
Beneficiary<br />
Street City State Zip<br />
ACCOUNT DESIGNATIONS q Payable on Death (POD) Trust Accounts q All Accounts q Designate Specific Account(s)<br />
UTTMA/UGMA (as custodian for Minor) under the Uniform Transfers/Gifts to Minor Act Minor’s Social Security Number<br />
CHECKING ACCOUNTS Choose Account Type:<br />
q VALUE q VALUE PLUS q PREMIUM q 65+ CHECKING q STUDENT CHECKING q VISA Cash & Check Card (Debit)<br />
Personalize Checks:<br />
NAME<br />
JOINT OWNER NAME<br />
Address City State Zip<br />
OVERDRAFT PRIVILEGE q Yes! I want GEEFCU to authorize and pay overdrafts on my ATM and everyday debit card<br />
transactions. I understand I will be charged an Overdraft fee of $32 each time an overdraft is paid.<br />
Turn over to complete application.