Add an Account Service

What you need:

Valid Membership

To Add an account service you must first have an account!

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If you do not yet have an account, go HERE.

Membership Change Form

A Completed Membership Change Form Must be Submitted.

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Currently this form is only available in PDF Form.

To see our membership Terms and Disclosure, go HERE.

Identification

You will also need to submit an up-to-date form of Government Issued Identification. This could be either:

  1. NYS Driver's License or Identification Card
  2. US Passport 
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If you account has a Joint Owner, please include identification for them as well.

What you can do:

Add a Banking Service

You are able to add the following to your account:

  • Savings Sub-Account
  • Checking Account
  • Debit Card
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When completing the form enter your member number in the top left box, and check the "Add Service" box in the top right. Under section 3, you should check the boxes that identify the services you with to add to your account.

Every Member Account has a Regular Savings. Additional savings accounts that you want under the same membership number, would be considered a Savings Sub-Account.

Every Member Account can only have 1 checking account. If you wish to have a second checking account, you would have to open up a separate Membership. There are no fees to do this, but you would have to go through our new account process.

If you are adding a Debit Card, you must have a checking account. If you do not yet have a checking account, you must indicate you wish to open one on the Amendment form.

Update Member Information

You can update any of the following information that needs to be adjusted:

  • Current Address
  • Valid Phone Numbers
  • Legal Name Changes
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When completing the form enter your member number in the top left box, and check the "Edit Member Info." box in the top right.

Adjust Ownership

You can do the following that affects the ownership on your account:

  • Add Joint Owners
  • Adjust Beneficiaries
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When completing the form enter your member number in the top left box, and check the "Add Joint Owners" box or the "Adjust Beneficiaries" box in the top right.

Joint Owners are 100% owners on the account. Changes to your membership affect all sub accounts. Adjustments to beneficiaries, and Joint Owner additions, must be signed off by all existing owners.

How to Submit?