Make your member's lives easier when you provide them easy access forms and applications that start their process of belonging to your Credit Union.
Membership growth is vital for the health and sustainability of your credit union. Our credit union Membership Package makes new member installation effortless and efficient. Oak Tree's Membership Document Package contains all the necessary forms and disclosures needed to maintain compliance with all state and federal regulations. Your customized forms package will do all the heavy lifting for you.
Provide potential members with easy access to applications and forms to start the process of belonging to your credit union. Take a look at the following list and see how our new Membership Documents Package can benefit your credit union:
Our Membership Packages include:
- Master Membership Application
- Account Agreement
- Truth-In-Savings Disclosures
- Electronic Services Agreement and Disclosure
- Funds Availability Policy Disclosure
- Wire Transfer Agreement
- Credit Union Schedule of Fees
- Substitute Share Drafts and Your Rights