Personal Forms

Find and complete the forms you need to manage your accounts, switch to BECU, apply for loans, and request other financial services. You can also view important disclosures, agreements and notices on this page.

How to Submit Forms

• Sign and submit with eSign: Many forms have the option to electronically sign and submit the form using DocuSign ® .
• Download and print PDF: Download, complete and sign the form, then bring it to any BECU location or mail it to us. You also have the option to schedule an appointment.

Account Management

Personal Information Updates

Add, Change, or Remove Code Word
Print (PDF) or Digital (eSign)

Authorization to Mail Credit / Debit Card to an Alternate Address
Print (PDF) or Digital (eSign)

Add or Remove Joint Account Holders
Print (PDF) or Digital (eSign)

Consumer Account Closure Request
Print (PDF)

Manage NSF/Overdraft Linked Accounts Options
Print (PDF) or Digital (eSign)

Request to Open Additional Consumer Account
Print (PDF)

Transfers and Payments

ACH Credit Authorization Agreement
Print (PDF)

Cancel ACH Transfer from External Account
Print (PDF) or Digital (eSign)

Modify ACH Transfer from External Account
Print (PDF) or Digital (eSign)

Set Up ACH Transfer from External Account
Print (PDF) or Digital (eSign)

Cancel Recurring Transfer Between BECU Accounts
Print (PDF) or Digital (eSign)

Modify Recurring Transfer Between BECU Accounts
Print (PDF) or Digital (esign)

Set Up Recurring Transfer Between BECU Deposit Accounts
Print (PDF) or Digital (eSign)

Third Party Web Access Transfer Authorization—Consumer Accounts
Print (PDF) or Digital (eSign)

Third Party Web Access Transfer Authorization—Business and Trust Accounts
Print (PDF) or Digital (eSign)

Incoming Wiring Instructions
Print (PDF)

Outgoing Wiring Instructions
Print (PDF)

Other Transfer, Payment and Deposit Forms

BECU Deposit and Payment Slips
Print (PDF)

Cancel Stop Payment Request
Print (PDF) or Digital (eSign)

Manage Autopay from a BECU Account
Print (PDF) or Digital (eSign)

Account Applications

Applications for New Account (New Members)

Membership Enrollment Packet
Print (PDF)

Early Saver Account Membership Application
Print (PDF)

Zero Dividend Membership and New Account Application Packet
Print (PDF)

Specialized Account Applications

Blocked Account Application and Change Request Packet
Print (PDF)

Club Account Application and Change Request Packet
Print (PDF)

Estate Account Application and Change Request Packet
Print (PDF)

Guardianship Account Application and Change Request Packet
Print (PDF)

Professional Guardianship Account Application and Change Request Packet
Print (PDF)

Representative Payee Account Application and Change Request Packet
Print (PDF)

Trust Account Application and Change Request Packet
Print (PDF)

Uniform Transfer to Minors Act (UTMA) Account Application and Change Request Packet
Print (PDF)

Credit Cards and Loans

Loans and Credit Application Packet
Print (PDF)

Attorney / Insurance Preference – South Carolina
Print (PDF)

Credit Card Management

BECU Cash Back Visa Program Rules, Terms and Conditions
Print (PDF)

Lending Rates and Related Disclosures—Credit Cards
Print (PDF)

BECU Points Visa Rewards Program Terms and Conditions
Print (PDF)

Loan Payment Protection—Credit Card
Print (PDF)

Visa Automatic Payment Form
Print (PDF) or Digital (eSign)

Visa Cardholder Dispute
Print (PDF)

Visa Guide to Benefits
Print (PDF)

Loan Payment Protection—Consumer
Print (PDF)

Modify Loan Payment Date or Frequency
Print (PDF) or Digital (eSign)

Mortgage Loan Automatic Payment Authorization
Print (PDF)

Request to Suspend Collision Insurance
Print (PDF) or Digital (eSign)

Subordination Request Requirements Worksheet
Print (PDF)

Third Party Loan Information Authorization
Print (PDF)

Agreements and Disclosures

Account Agreements Booklet
Print (PDF)

ACH Transfer End User Agreement
Print (PDF)

BECU Consumer Account Disclosure
Print (PDF)

BECU Credit and Security Agreement Booklet
Print (PDF)

BECU Money Manager Terms and Conditions and Money Desktop End User License Agreement
Print (PDF)

BECU Save-Up Terms and Conditions
Print (PDF)

BECU Website Terms of Use
Print (PDF)

Electronic Communications Disclosure and Consent
Print (PDF)

General Terms for BECU Funds Transfer Service
Print (PDF)

Important Terms of our Home Equity Line of Credit
Print (PDF)

Mobile Deposit Terms and Conditions
Print (PDF)

BECU Privacy Statement
Print (PDF)

Terms and Conditions of BECU Online Deposits
Print (PDF)

Terms and Conditions of the Bill Payment Service Agreement and Disclosure
Print (PDF)

Credit Card Benefits

BECU Business Visa ® with Cash Rewards Rules, Terms and Conditions
Print (PDF)

Mastercard Guide to Benefits
Print (PDF)

Fair Billing Rights and Annual Error Resolution Notice
Print (PDF)

NCUA Deposit Insurance Brochure
Print (PDF)

Regulation D Explanation
Print (PDF)

What You Should Know About Home Equity Lines of Credit
Print (PDF)

Disputes and Fraud

Add, Change, or Remove Code Word
Print (PDF) or Digital (eSign)

Affidavit of Forgery or Fraudulent Use
Print (PDF)

Credit Bureau Contact Information
Print (PDF)

Declaration of Lost, Stolen, or Destroyed Cashier's Check
Print (PDF)

FAQs surrounding VISA and ATM Card Compromises
Print (PDF)

Fraud Protection Checklist
Print (PDF)

Written Statement of Unauthorized Debit (Consumer Accounts)
Print (PDF) or Digital (eSign)