MEMBERSHIP
APPLICATION
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Account #
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SIGNATURE CARD |
Other/old
CFFCU
Acct. #'s |
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FULL LEGAL NAME (as on your picture ID):
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U.S.
SOCIAL
SECURITY OR TAX ID # |
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| RESIDENCE
ADDRESS |
CITY |
STATE |
ZIP |
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| MAILING
ADDRESS |
CITY |
STATE |
ZIP |
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| PHONE
NUMBERS INCLUDING AREA CODE :work, home, cell, pager, fax , e-mail:
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| DATE OF BIRTH |
State & Driver's License or ID # |
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| I
apply for membership in Calif. Feminist Fed'l Credit Union; agree to conform to
Bylaws and any amendments thereto; am not subject to Backup
Withholding due to failure to report interest/dividend income; certify
under penalties of perjury that Taxpayer ID/Social Sec. # and other info
provided on this form are true, correct, and complete; I am a U.S. person
(includes resident alien of the USA). Signature X___________________________________ Date Signed____________________ |
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Affiliation/Eligibility (CFFCU use only below this line) |
Date Opened |
By (initials)
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| CFFCU Membership Officer's Signature |
Date Approved |
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Membership Application
1. Name_______________________________________________________________
Address________________________________________________________________
City_________________________________________State________Zip____________
2. Eligible to join us? (See Easy to Join) If so, check 1 or more boxes below; enter $0
under 4c. If not yet, skip this section and go to #3.
[] a. I am the (check one): []parent []child []sister []brother of current CFFCU member (name
& account # if known): _____________________________________________
[] b. I already have a CFFCU account. My current Acct.#________________________
[] c. I used to have a CFFCU account (name and # if known):______________________
[] d. I am a current []member []volunteer []contributor []staffer
[]subscriber of: (Qualifying Organization name):___________________________________
3. Dues/Contribution Amount $________________________(list here AND under 4c) TO:__________________________________________(Qualifying Organization's name)
4.
Breakdown of Amount Enclosed: (please do not send
cash)
a. $___$9.00_fee
to open
+ +b. $___________opening deposit: $50 to open, over $50 in cleared checks (most are held
14-21 days) before withdrawing. Bring balance up to $250 within 6 months to prevent June 30 & December 31 low-balance fees;
average balance of $300 or more to earn dividends.
+c. $___________ dues or contribution from #3 above ($0 if you qualify under #2)
+d. $___________ education fund (optional) supports talks, "how-to" pamphlets, worksheets, etc.
Total $_________*Make one check or money order payable to CFFCU; if you checked #3,
make an additional one out to name of the Qualifying Organization.
5. What shall we send* to you? How? [ ] e-mail [ ] by post [ ] fax #______________
a. Savings Account forms:
[] I'll be signing up for an electronic deposit to my Cal Feminist account by payroll deduction. I'll need a form to sign that includes your ABA or routing number. I
understand that, in order to protect my privacy, you will not e-mail or fax my new savings account # to me. I understand, too, that you do not permit anyone to make electronic withdrawals from Cal Feminist savings accounts. Please:
(check one) [ ] wait for me to call you for my savings account # [ ] mail it to me
[] I'll be setting up an automatic deposit through a bill-paying plan.
[] Savings Simplifier info (find out how you can have up to 9 different Cal Feminist
accounts, all appearing on one statement, to save for different goals, such as
down payments, tuition, taxes, insurance premiums, and so on)
[] Savings Simplifier Account Forms. How many accounts would you like to open?______
[] Info Sheet: what types of accounts can I open for others, such as children and other
adults. e.g., Mary Member As Trustee for Nancy Nonmember?
[X] The temporary Signature Card I printed out from your Web site is enclosed; send me a
permanent one to complete and return, along with a pre-addressed envelope.
b. Loan App (check one or more) []pre-approval [] purchase []payoff or refinance
[] car, truck, van, or SUV [ ]motorcycle [] motor home
[] Engine Equity (home + car = possible tax deduction. No appraisal! Ask for details)
[] unsecured/signature [] savings-backed or Credit-Builder ( no credit report!)
[] mobile home (in San Diego County mobile home park)
[] other (specify): _____________________________________________
c. Loan Rates for types of loans checked under "Loan App." above (or, click on Loans)
d. Health & Dental:
[] Health Insurance flyer (for Cal Feminist members in most states) includes:
a list of questions to ask insurance agents--including the Administrators who offer health insurance to our members
ways to review and evaluate various insurance companies & their plans
definition of a Cal Feminist "member-in-good-standing"
contact info for the outside Administrators who offer plans to our members. For more info, click on Health Plan
[] Health Insurance "Grid" for Californians: summarizes--and provides contact info for-- alternative plans available through other sources, including plans for those with pre-existing conditions; low-income (including those who qualify for Medi-Cal as well as those who receive too much income to qualify for Medi-Cal); plans for those whose incomes are low but have assets that disqualify them from access to government-subsidized programs; coverage for children; coverage for pregnant women.
[] Prescriptions Available at reduced rates (for members in all states and D.C. ): info sheet
[] Dental Plan Option for CFFCU members residing in California Includes a list of questions you can ask to help you select the dental plan that's best for your needs.
e. *Pamphlets/Worksheets/Articles/Resources/Forms/Info:
[] Planning Your Purchases: When to Buy on Credit--and When Not To
[] How to Establish--or Improve--Your Credit Qualifications (7 pages)
[] How to Live on Less (4 page article & 2 worksheets: "Spending Plan" & "Setting Goals")
[] Shopping for Mortgage Loans: How to Compare Them; resources for home-buying education
[] How to Select a Dental Plan
[] Temporary Housing (such as for homeless, victims of domestic violence, seniors)
[] How to Save More of Your Money
[] Shut the Door on Plastic Card Crooks
[] Steps Toward Sensible Car Buying (new cars)
[] Steps Toward Sensible Car Buying (used cars)
[] How to Check Your Consumer Credit Reports (and what to do once you have)
[] Tax Preparation Help & Resources
[] Tips on Finding Business Loans (or, click on Business Loans & Resources)
f. Scholarship, awarded annually: or, click on Scholarship
[] Information about the Irene Mercado Scholarship, available to (1) women who belong to Cal Feminist; (2) the following family members of all Cal Feminist members: daughters, granddaughters, nieces, sisters, mother, grandmothers.
[] Application
6. To help us comply with the USA Patriot Act, enclose a legible photocopy of one of the following forms of unexpired government-issued photo ID:
7. How’d you learn about us? []word of mouth []yellow pages under Credit Unions
[] Internet search using __________________________ search engine
[]saw your name inside/outside of the building where your office is located
[]an ad in the newsletter of (name of organization)_______________________
[]an article n the newsletter of (name of organization)_______________________
[]someone from your organization spoke at a meeting of (name of group)________________
*Cal Feminist members pay no extra charge for information sheets, worksheets, etc.; they are a benefit of membership.
Usually within about one week of joining, we'll send you items you've checked above. If you need something sooner, let us know.
Usually within about three weeks of joining, we'll send you a Member Handbook along with a Savings Register you can use to track your deposits and withdrawals between statements. (You won't need to request it.)
Send Signature Card, Membership Application, copy of photo I.D., and one or two checks or money orders to:
California Feminist FCU Questions?
P.O. Box 16587 Tel. 619-298-SAVE (7283)
San Diego, CA 92176 E-mail: info@feministcu.org
© 1998 - 2006 California Feminist Fed'l Credit Union
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