Membership Application

Member Application and Ownership Information

We look forward to helping you become a member at UCSCU! To complete this application quickly and efficiently, we suggest you have the following documents available before proceeding:

A copy of a valid or non-expired state-issued identification card (or driver’s license) in a JPEG or PDF format
A copy of a recent utility bill (water/electric/gas) or rental agreement in case your current address doesn't match your driver's license or state-issued ID
In order to open your account, you will need to deposit a minimum of $6 ($5 initial share deposit and $1 one-time membership fee). We will collect this fee once you have completed the application.

Please make sure any documents are saved as a JPEG or PDF with a maximum file size of 5MB. Please contact us if you have any questions!

(*) indicates a required field

Account Ownership

Designate the ownership of the accounts and responsibility for the services requested.

Account Ownership*

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Are you 18 or older?*

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If you are under the age of 18, you can still apply, but a parent or guardian over the age of 18 must also apply as a joint applicant.

How did you hear about us?*

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Please explain how you found us!*

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Disclosures*

Yes, I've read and agree to the following:

You must agree to the disclosures to proceed!

For your convenience, we will automatically send you PDFs of our disclosures after you’ve successfully submitted your application.

First Name*

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Middle Name

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Last Name*

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Physical Address (cannot be a P.O. Box)*

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City*

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State*

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Zip Code*

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Check here if your mailing address is different than above (P.O. Box is acceptable)

You must agree to the disclosures to proceed!

Mailing Address*

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City*

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State*

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Zip Code*

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Primary Phone Number*

Please enter your primary phone number

Secondary Phone Number

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E-Mail Address*

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Social Security Number/TIN*

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Are you a U.S. citizen?*

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Please provide your valid driver's license, state ID or Passport information.

Please provide two forms of valid ID. For example, this could be your foreign passport or Permanent Resident Card.

ID Type*

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ID Type 1*

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State Issued ID Number*

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State of Issue*

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Expiration Date*

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Passport Number*

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Permanent Resident Card ID#*

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Passport Country*

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Permanent Resident Card Expiration Date*

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ID Type 2*

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State Issued ID Number*

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State of Issue*

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Expiration Date*

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Passport Number*

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Passport Country*

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Permanent Resident Card ID#*

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Permanent Resident Card Expiration Date*

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Please make sure you submit a photo (JPG) or scan (PDF) of your valid form of ID. Make sure your information is clearly visible. Please be sure the PDF does not exceed 5MB.

The PDF/photo must include following information: Photo, Full Legal Name, ID Number, Expiration Date, County of Origin (if applicable).

Please provide a photo of your ID Type 1*

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Please provide a photo of your ID Type 2*

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Is the address on your ID current?

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Please upload your most recent utility bill (water/electric/gas) or rental agreement for proof of residence*

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Birthdate (MM-DD-YYYY)*

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Mother's Maiden Name*

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Employer Name*

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Occupation*

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Work Phone Number

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Retired? Please input your previous occupation

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How are you eligible for membership? Check your eligibility.*

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Name of eligible employer*

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Please provide Member Name*

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Please provide Member Account Number (optional)

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Please provide your relationship to the Member*

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Please input where you live, work, attend school or worship*

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Joint Owner Information

First Name*

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Middle Name

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Last Name*

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Physical Address*

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City*

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State*

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Zip/Postal Code*

Invalid Input

Check here if your mailing address is different than above (P.O. Box is acceptable)

You must agree to the disclosures to proceed!

Mailing Address*

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City*

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State*

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Zip/Postal Code*

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Primary Phone Number*

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Secondary Phone Number

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E-Mail Address*

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Social Security Number/TIN*

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Are you a U.S. citizen?*

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Please provide your valid driver's license, state ID or Passport information.

Please provide two forms of valid ID. For example, this could be your foreign passport or Permanent Resident Card.

ID Type*

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ID Type 1*

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State Issued ID Number*

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State of Issue*

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Expiration Date*

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Passport Number*

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Permanent Resident Card ID#*

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Passport Country*

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Permanent Resident Card Expiration Date*

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ID Type 2

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State Issued ID Number*

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State of Issue*

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Expiration Date*

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Passport Number*

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Passport Country*

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Permanent Resident Card ID#*

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Permanent Resident Card Expiration Date*

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Please make sure you submit a photo (JPG) or scan (PDF) of your valid form of ID. Make sure your information is clearly visible. Please be sure the PDF does not exceed 5MB.

The PDF/photo must include following information: Photo, Full Legal Name, ID Number, Expiration Date, County of Origin (if applicable).

Please provide a photo of your ID Type 1*

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Please provide a photo of your ID Type 2

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Is the address on your ID current?

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Please upload your most recent utility bill (water/electric/gas) or rental agreement for proof of residence

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Birthdate (MM-DD-YYYY)*

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Mother's Maiden Name*

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Employer Name*

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Occupation*

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Work Phone Number

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Retired? Please input your previous occupation

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Account Designations

Payable-On-Death Account Beneficiary Designation

Upon the death of the last surviving owner, the funds in Your Account shall become the property of the beneficiary(ies) listed below who are alive at that time. You may change the beneficiary(ies) identified below only with the written consent of all owners to the Account.

Please note: If you elect multiple beneficiaries and you do not allocate percentages to each beneficiary, the funds will be split equally among the surviving beneficiaries.

Number of beneficiaries*

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First Beneficiary/POD Payee*

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Address*

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State*

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Social Security Number

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Relationship*

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City*

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Zip/Postal Code*

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Birthdate (MM-DD-YYYY)*

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Percentage

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Name of 2nd Beneficiary*

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Address*

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State*

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Social Security Number

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Relationship*

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City*

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Zip/Postal Code*

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Birthdate (MM-DD-YYYY)*

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Percentage

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Please note the percentages allocated to your beneficiaries must equal 100 percent in order to submit your application.

Account Type

Please Note: There is a one-time non-refundable Membership Fee of $1.00 at the time of opening your account.

Account Type(s)*

Regular Share (Savings)

Share Draft (Checking)

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Please select the type of checking account you would like:*

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Would you like an ATM Card?*

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Would you like a Visa Debit Card?*

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Taxpayer Identification Number Certification and Backup Withholding Information

Have been notified by the IRS that you are currently subject to backup withholding because you failed to report all interest and dividends on your tax return?

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Are you a US Citizen?

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You have answered that you are NOT a US citizen. Please provide a completed IRS W-8 BEN Form.

W-8 File Upload

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(1) The number shown on this form is my correct taxpayer information number (or I am waiting for a number to be issued), and

(2) I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding, and

(3) I am a U.S. citizen or other U.S. person (including U.S. resident alien)

(4) The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

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We will be unable to open an Account for You without a taxpayer identification number.

Exempt payee code (if any)

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Exemption from FATCA reporting code (if any)

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Proxy Card

I hereby appoint the Board of Directors of Universal City Studios Credit Union by majority vote as Proxy holder to attend any members’ meetings with full power to vote and act for me. This Proxy shall remain in force for three (3) years from this date unless revoked by me, either in writing or by my attendance at a members’ meeting. This Proxy may be used for the following purposes:

Election of the Board of Directors
Election of the Supervisory Committee
Amendments to the Articles of Incorporation and Bylaws
Transaction of such other business as may come before any meeting of the members, or any adjournment thereof.

Agreement

I hearby make application for membership in and agree to be bound by the bylaws, regulations, policies and rules, and any amendments thereof, of Universal Studios Credit Union. I acknowledge receipt of the Electronic Services Disclosure and Agreement, Truth-In-Savings, and the Fees and Policies Brochure and agree to be bound by their terms. My signature below and use of the account will confirm my agreement to be bound and my acceptance of the Agreement.

In this Membership Invitation “I”, “Me” and “My” mean each and every person who signs on the reverse. “You” and “Your” mean Universal City Studios Credit Union. If I am not currently a member, I hereby make application for membership in Universal City Studios Credit Union. By signing on the reverse I request access to the AUDRE Audio Response System. I agree to conform to your bylaws as well as all applicable terms and conditions set forth in the Truth in Savings Disclosure, the Certificate Account Agreement and Disclosure (if applicable), and Electronic Services Disclosure and Agreement (receipt of all of which is hereby acknowledged and which is incorporated by this reference). I authorize you to open other accounts(s) for me in person or per my telephone request.

Escheat Notice

THE STATE OF CALIFORNIA REQUIRES US TO NOTIFY YOU THAT YOUR UNCLAIMED PROPERTY MAY BE TRANSFERRED TO THE STATE IF THERE IS NO ACTIVITY OR CONTACT ON THE ACCOUNT FOR A PERIOD OF THREE YEARS.

Patriot Act

Important Information About Procedures for Opening a New Account: To help 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.

Acknowledgement

I authorize you to gather whatever credit, checking account and employment information you consider appropriate from time to time. I understand that this will assist, for example, in determining my initial and ongoing eligibility for an account. I authorize you to give information concerning your experience with me to others. I understand and agree that you may retain this Membership Invitation and any other information you may receive. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholdings.

Signature*

Sign Above

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Date*

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Joint Signature*

Sign Above

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Date*

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Member Application and Ownership Information

Account Ownership

Joint Owner Information

Account Designations

Payable-On-Death Account Beneficiary Designation

Account Type

Taxpayer Identification Number Certification and Backup Withholding Information

Proxy Card

Agreement

Escheat Notice

Acknowledgement

Become a member

Drive Into a Winter Wonderland!

Holiday Skip-A-Pay is Back!

Relax, You're in Control

Drive Yourself to a Lower Rate!

DoubleCheck Coming Soon!

Get to the Finish Line Faster!

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Member Application and Ownership Information

Account Ownership

Joint Owner Information

Account Designations

Payable-On-Death Account Beneficiary Designation

Account Type

Taxpayer Identification Number Certification and Backup Withholding Information

Proxy Card

Agreement

Escheat Notice

Acknowledgement

Become a member

Drive Into a Winter Wonderland!

Holiday Skip-A-Pay is Back!

Relax, You're in Control

Drive Yourself to a Lower Rate!

DoubleCheck Coming Soon!

Get to the Finish Line Faster!

Join Us and Bank With The Stars!

Send and Receive Money with Zelle®

What Rewards Will You Choose?

Send and Receive Money with Zelle^®