Membership Account Application

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Membership Account Application
Member Information
Last Name
First Name
Middle Initial
Street Address
City
State
Zip
Date of Birth
Mother’s Maiden Name (Security Code)
Email Address
Driver’s License Number / State
Home Phone Number
Business Phone Number
Eligibility For Membership
Currently Employed By
Division/Dept
Family Member or Sponsor Name
Sponsors Phone Number
Taxpayer’s Identification Number Or Social Security Number
New Member Number
Part I. Enter your (Payee) Taxpayer Identification Number (TIN) or Social Security Number
Part II. Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a
number to be issued to me), 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 as a result of a failure to report all dividends, or (c) the IRS has
notified me that I am no longer subject to backup withholding, and 3. I am a U.S. citizen or other U.S. person. I understand that if I am not a U.S. citizen
or other U.S. person, I must submit the appropriate IRS Form W-8 with the membership application.
The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid back up with holding.
This account shall be:
Individual
Joint
With Payable-On-Death (POD) Provision
Joint Owner Information
Last Name
First Name
Middile Initial
Date of Birth
Street Address (if different from address listed above)
City
State
Zip
Social Security Number
Driver’s License Number / State
Mother’s Maiden Name (Security Code)
Email Address
Home Phone Number
Business Phone Number
Account Authorization Type
Separate application required for the following
Share/Savings Account*
Classic Money Market Account*
Share Certificate
Premier Account
IRA
Revocable/Irrevocable Trust
Checking Account
Club Savings Account*
Alumni Account
Automatic Overdraft Protection
I authorize you to automatically pay any overdraft(s) on my checking account(s) from my account(s) listed below:
Share/Savings*
Premier Savings*
Checking Line of Credit
(requires separate application)
No more than six (6) pre-authorized automatic or telephone transfers allowed from any savings per month. See Rate and Fee Schedule for details.
Debit Authorization
I authorize Coca-Cola Federal Credit Union to initiate a charge (debit) entry at the Financial Institution indicated below, and initiate adjustments (if necessary) for any transactions debited in error. I
acknowledge that the origination of ACH transactions to my account must comply with the provisions of U.S. law.
I ______________________________________________________________________________________________,authorize
Financial Institution Name
9 Digit Routing Number
Account Number
Amount (One-time only, $1,000.00 limit)
$
Membership Account Application • Page 1 of 2
Form # 03-06-515

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