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Online Applications
Membership Forms
Checking and Savings Forms
Identity Theft Forms
Loan Forms
Traditional IRA Forms
Roth IRA Forms
Coverdell ESA (Formerly known as Educational IRA)
Health Savings Account
Disclosures

Forms and Applications

Online Applications

LOAN APPLICATION 

If you would like to apply for any UECU loan or Credit Card, are currently a member, and Mobile or Online Banking user please log in to Advantages Online™ and select the apply for a loan or VISA link under the Loans and Visa tab. If you would like to apply for any UECU loan or Credit Card, are not a member, or not a Mobile or Online Banking user please use this Online Loan Application

MEMBERSHIP APPLICATION 

If you would like to become a member please use this form.

ADDITIONAL SERVICES REQUEST FORM

If you would like to add a checking account and money market account, are currently a member, and Mobile or Online Banking user please log in to Mobile or Online Banking to open an account.

DIRECT DEPOSIT (ACH) AUTHORIZATION

If you wish to set up a direct deposit from your employer into your UECU account please use this Online Application.

PAYROLL & PENSION DEDUCTION AUTHORIZATION

If you wish to set up payroll/pension deduction from your sponsor company employer into your UECU account please use this Online Application.

Membership Forms

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

MEMBERSHIP APPLICATION

If you would like to join UECU please use this form.

ADDITIONAL SERVICES REQUEST FORM

If you would like to add a checking account, money market account or certificate of deposit to an existing or new UECU account please use this form.

ACH AUTHORIZATION AGREEMENT

If you wish to link your account to an external account outside of UECU please use this form.

MEMBER INFORMATION UPDATE and CREDIT AUTHORIZATION FORM

If you wish to help improve the accuracy and protection on your UECU account(s) please use this form.

PAYROLL DEDUCTION DIRECT DEPOSIT AUTHORIZATION FORM

If you wish to set up a direct deposit from your employer into your UECU account please use this form.

ACCOUNT UPDATE FORM

If you would like to add a new owner or change the name and/or address of any existing owner, please use this form.

IN TRUST FOR (ITF) ACCOUNT BENEFICIARY DESIGNATION, DELETION, OR CHANGE FORM

If you wish to add, change, or delete a beneficiary designation, use this form.

REMOVE JOINT OWNER FORM

If you would like to remove a  joint owner from an account, please use this form. If you would also like to add a new owner, please complete the Account Update form.

INTERNAL FUNDS TRANSFER AUTHORIZATION

If you would like to transfer funds on a regular basis (monthly, semi-monthly, etc.) from or to an UECU IRA account, checking account or savings account or from one UECU account to another, please use this form.

CHILDREN’S ONLINE PROTECTION DISCLOSURE AND CONSENT FORM

If you would like to give consent for Mobile and Online Banking access to a joint account owner less than 13 years of age, please use this form.

Checking and Savings Forms

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

ADDITIONAL SERVICES REQUEST FORM

If you would like to add a checking account to an already existing UECU account please use this form.

UECU Switch Kit

If you would like to switch your checking account with another financial institution to a UECU checking account please use this form.

PAYROLL DEDUCTION DIRECT DEPOSIT AUTHORIZATION

If you wish to set up a direct deposit from your employer into your UECU account please use this form.

INTERNAL FUNDS TRANSFER AUTHORIZATION

If you would like to transfer funds on a regular basis (monthly, semi-monthly, etc.) from or to an UECU IRA account, checking account, or savings account or from one UECU account to another, please use this form.

STOP PAYMENT FORM

If you would like to stop payment on a check, a series of checks or an ACH transaction scheduled to occur please use this form.

PRINTABLE DEPOSIT SLIP

If you make your deposits via mail or in person at UECU and would like a deposit slip please use this form.

ACH AUTHORIZATION AGREEMENT

If you wish to link your account to an external account outside of UECU please use this form.

WRITTEN STATEMENT OF UNAUTHORIZED DEBIT

For Unauthorized ACH Debit Activity please use this form.

Identity Theft Forms

ID Theft Information Guide

If you think your identity has been stolen; follow these simple steps laid out in this form.

Loan Forms

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

AUTOPAY AUTHORIZATION AGREEMENT

If you would like to authorize an automatic UECU term loan payment from any UECU deposit account or from another financial institution please use this form.

LINE OF CREDIT AUTOPAY AUTHORIZATION AGREEMENT

If you would like to authorize an automatic UECU line of credit payment from any UECU deposit account or from another financial institution please use this form.

PAYROLL DEDUCTION DIRECT DEPOSIT AUTHORIZATION 

If you wish to set up a direct deposit from your employer into your UECU account please use this form.

VISA® AUTOPAY AUTHORIZATION AGREEMENT

If you would like to authorize an automatic payment to your UECU VISA Power Card™ please use this form.

Traditional IRA Forms

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

TRADITIONAL IRA APPLICATION

If you would like to open a new UECU IRA Account please use this form.

TRADITIONAL IRA CONTRIBUTION AND INVESTMENT SELECTION

If you would like to designate the contribution year of a Traditional IRA contribution please use this form.

TRADITIONAL IRA BENEFICIARY DESIGNATION OR CHANGE

If you would like to designate or change a beneficiary on your existing UECU IRA please use this form.

TRADITIONAL IRA WITHDRAWAL

If you would like to request a distribution from an existing UECU IRA please use this form. This form must be completed before a withdrawal can be processed.

TRADITIONAL IRA POST 72 PAYMENT ELECTION

At age 72 you are required to begin withdrawing a certain amount from your Traditional IRA. Please use this form to specify your withdrawal details.

IRA DIRECT TRANSFER INSTRUCTION

If you would like to the Credit Union to initiate a transfer of IRA funds from another custodian or trustee to a UECU IRA please use this form. If you do not currently have a Traditional IRA at UECU, this form should accompany the IRA application packet.

INTERNAL FUNDS TRANSFER AUTHORIZATION

If you would like to transfer funds on a regular basis (monthly, semi-monthly, etc.) from a UECU savings or checking account to your IRA please use this form.

Roth IRA Forms

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

ROTH IRA APPLICATION

If you would like to open a new UECU Roth IRA Account please use this form.

ROTH IRA CONTRIBUTION AND INVESTMENT SELECTION

If you would like to designate the contribution year of a Roth IRA contribution please use this form.

ROTH IRA BENEFICIARY DESIGNATION OR CHANGE

If you would like to designate or change a beneficiary on your existing UECU Roth IRA please use this form.

ROTH IRA WITHDRAWAL

If you would like to request a distribution from an existing UECU Roth IRA please use this form. This form must be completed before a withdrawal can be processed.

IRA DIRECT TRANSFER INSTRUCTION

If you would like to the Credit Union to initiate a transfer of IRA funds from another custodian or trustee to a UECU Roth IRA please use this form. If you do not currently have a Roth IRA at UECU, this form should accompany the Roth IRA application packet.

INTERNAL FUNDS TRANSFER AUTHORIZATION

If you would like to transfer funds on a regular basis (monthly, semi-monthly, etc.) from a UECU savings or checking account to your IRA please use this form.

Coverdell ESA (Formerly known as Educational IRA)

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

COVERDELL ESA APPLICATION

If you would like to open a new UECU Coverdell ESA Account please use this form.

COVERDELL ESA CONTRIBUTION AND INVESTMENT SELECTION

If you would like to designate the contribution year of a Coverdell ESA contribution please use this form.

COVERDELL ESA DEATH BENEFICIARY DESIGNATION OR CHANGE

If you would like to designate or change a beneficiary on your existing UECU Coverdell Savings Account plecoverase use this form.

COVERDELL ESA WITHDRAWAL

If you would like to request a distribution from an existing UECU Coverdell ESA Account please use this form. This form must be completed before a withdrawal can be processed.

COVERDELL ESA DIRECT TRANSFER INSTRUCTION

If you would like the Credit Union to initiate a transfer of ESA funds from another custodian or trustee to a UECU ESA, please use this form. If you do not currently have a Coverdell ESA at UECU, this form should accompany the Coverdell ESA application packet.

INTERNAL FUNDS TRANSFER AUTHORIZATION

If you would like to transfer funds on a regular basis (monthly, semi-monthly, etc.) from a UECU savings or checking account to your UECU Coverdell ESA please use this form.

Health Savings Account

All forms below can be printed, completed, signed and sent to:

Utilities Employees Credit Union
PO Box 14864
Reading, PA 19612-4864

HEALTH SAVINGS ACCOUNT APPLICATION

If you would like to open a new UECU Health Savings Account please use this form.

HSA CONTRIBUTION AND INVESTMENT SELECTION

If you would like to designate the contribution year of a Health Savings Account contribution please use this form.

HSA CONTRIBUTION ELIGIBILITY (ROLLOVER AND TRANSFER)

If you would like to move eligible retirement plan assets to your new or existing UECU Health Savings Account please use this form. If you do not currently have a Health Savings Account at UECU, this form should accompany the Health Savings Account application packet.

HSA BENEFICIARY DESIGNATION OR CHANGE

If you would like to designate or change a beneficiary on your existing UECU Health Savings Account please use this form.

HSA WITHDRAWAL

If you would like to request a distribution from an existing UECU Health Savings Account please use this form. This form must be completed before a withdrawal can be processed.

HSA DIRECT TRANSFER

If you would like the Credit Union to initiate a transfer of Health Savings Account funds from another custodian or trustee to a UECU Health Savings Account please use this form. If you do not currently have a Health Savings Account at UECU, this form should accompany the Health Savings Account application packet.

HSA ACCESS METHOD REQUEST FORM

If you would like to request via FREE starter checks, your Health Savings Account or request an Advantages VISA Check Card™ for access, please use this form.

INTERNAL FUNDS TRANSFER AUTHORIZATION

If you would like to transfer funds on a regular basis (monthly, semi-monthly, etc.) from a UECU savings or checking account to your UECU Health Savings Account please use this form.

Disclosures

Disclosure Information