MEMBERSHIP APPLICATION
& SIGNATURE CARD

Please print out, fill in, and mail (or bring in):

We keep info you provide confidential.  We do not trade or sell addresses, phone #s, etc.

Account #

 

SIGNATURE CARD
(CFFCU use only above this line)

Other/old CFFCU Acct. #'s
PRINT  FULL LEGAL   NAME (as on your picture ID):   
U.S. SOCIAL SECURITY OR  TAX ID #
RESIDENCE  ADDRESS

CITY

STATE

ZIP

MAILING  ADDRESS

CITY

STATE

ZIP

PHONE NUMBERS INCLUDING AREA CODE :work, home, cell, pager, fax , e-mail:                                            

                       

DATE OF BIRTH

          State & Driver's 

          License or ID #

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____________________ 

  Affiliation/Eligibility                            (CFFCU use only below this line)


Date Opened


By (initials)

 

CFFCU Membership Officer's Signature

Date Approved

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:   

  • state driver's license
  • state ID
  • passport
  • Matricula

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