Forms and Applications

You've reached the application form download and routing center of the United Methodist Financial Credit Union web site. Scan the following list for the application you need and then click the name to access the information. You may need to download the latest edition of Adobe Acrobat to read and print the forms. 

• Account Change Form
• EFT Transfer Authorization
• e-Notices Election Form (Opt-in)
• First Fruit Giving Authorization
• Loan Application
• Membership Application
• Membership Packet (Savings Only)
• Membership Packet (Savings & Checking)
• Visa Application
• Wire Transfer Request (funds from the credit union being sent to another financial institution)
• Wire Transfer Instructions (funds coming to the credit union)

Denominational Forms

UM Local Churches, Conferences, Districts, and Related Organizations

• Account Card/Membership Application
• New Account Packet
• Resolution-Sample (Denominational Account)
• Visa Application (Denominational)

Health Savings Account (HSA) Forms

• Frequently Asked Questions
• Initial Enrollment Packet (West Ohio Conference Health Plan Participants)
• HSA Account Card & Membership Application
• Agent Designation Request
• Change of Beneficiary 
• Check Order 
• Employer Authorization for Electronic Transfer
• Request for Distribution
• Rollover Election
• Transfer Request

Individual Retirement Account (IRA) Forms

• Death Claim Form
  
• ESA Contribution
  
• ESA Contribution Withdrawal Request
  
• ESA Designation-Change of Beneficiary
  
• ESA Opening Documents
  
• ESA Request For Distribution
  
• ESA Rollover Election
  
• ESA Transfer Request
  
• QRP To IRA Direct Rollover Request
  
• Roth IRA Opening Documents
  
• Roth IRA Request For Distribution
  
• Roth IRA Rollover Election
  
• Roth IRA Transfer Request
  
• SEP Opening Document
  
• Traditional IRA Beneficiary Request For Distribution
  
• Traditional IRA Notice of Required Distribution
  
• Traditional IRA Opening Documents
  
• Traditional IRA Request For Distribution
  
• Traditional IRA Required Minimum Distribution Request
  
• Traditional IRA Rollover Election
  
• Traditional IRA Transfer Request
  
• Traditional IRA Withholding Election Reminder Notice
  
• Traditional or Roth IRA Change of Beneficiary
  
• Traditional or Roth IRA Contribution Designation
  
• Traditional or Roth IRA Excess Contribution Withdrawal Request
  
• Traditional or Roth IRA Recharacterization Request
  
• Traditional to Roth IRA Conversion Request