Applications

Become a member or apply for a loan.

Walled Lake School Employees Federal Credit Union offers outstanding personal service, and a variety of financial products and services to meet member’s needs every day.

Submit the form below to become a member, or click on the Loan Application link in our Related Links to apply for a loan.

Ownership Information

I/We submit this form to the Walled Lake School Employees Federal Credit Union for two purposes. First, the individual listed as Owner Name (1) below (unless already a member) applies for membership in the credit union. Second, I/We request the credit union to open a share account in the owner name(s) listed below. If more than one owner name is listed below, the account shall be a multiple name share account and the multiple name account provisions of this agreement shall be applicable. If one or more beneficiaries are listed in the Beneficiary Information and Provisions section (Part IV), the beneficiary provisions of this agreement shall be applicable.

Important Information About Procedures for Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

* Required Field
* Owner Name
* Street Address
* City
* State
* Zip Code
  Phone Number() -
  E-mail Address
  Employer
  Employer's Phone() - ext
* Date of Birth / / (mm/dd/yyyy)
* Mother's Maiden Name
  Type of ID Used to Verity Identity



* ID Card Number
* SSN/TIN
  Eligibility Based On








  Owner Name (2)
  Street Address
  City
  State
  Zip Code
  Phone Number() -
  E-mail Address
  Employer
  Employer's Phone() - ext
  Date of Birth / / (mm/dd/yyyy)
  Mother's Maiden Name
  Type of ID Used to Verity Identity



  ID Card Number
  Eligibility Based On








  SSN/TIN
  Owner Name (3)
  Street Address
  City
  State
  Zip Code
  Phone Number() -
  Email Address
  Employer
  Employer's Phone() - ext
  Date of Birth / / (mm/dd/yyyy)
  Mother's Maiden Name
  Type of ID Used to Verify Identity



* ID Card Number
* SSN/TIN
  Eligibility Based On








TIN Certification and Backup Withholding Information

  Under penalties of perjury, I certify that (please check all that apply):



Multiple Name Account Agreement

The joint owners of this account hereby agree with each other and with the credit union that all sums now paid into this account, by any or all of said joint owners with all accumulations thereon, are and shall be owned by them jointly, with right of survivorship, and shall be subject to withdrawal or receipt of any of them, except to the extent an initialed restriction below applies. Payment in accordance with such a proper demand shall be valid and discharge the credit union from any liability for such payment. The credit union is hereby authorized to recognize the signatures(s) subscribed above, in accordance with the restrictions initialed below, in the payment of funds or the transaction of any business for this account.

The right or authority of the credit union under this agreement shall not be changed by any owners, except by written notice to the credit union. Such notice shall not affect any transactions made prior to receipt of the notice by the credit union.

  Withdrawal Restrictions

Beneficiary Information and Provisions

Upon the death of the owner, or the last surviving owner if there is more than one, the funds covered by this agreement shall become the property of the beneficiary(ies) listed below who are alive at the time. In addition, each such beneficiary shall have the power to withdraw only his or her equal share of the remaining account balance together with any accumulations on such amount. The multiple name account agreement (Part III) shall not apply to beneficiaries. No beneficiary shall have any right under any circumstances to change the terms and conditions of this agreement.

* Beneficiary Names

Acknowledgement

  Acknowledgement




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