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MEMBERSHIP APPLICATION

MEMBERSHIP APPLICATIONPete Hary2020-08-20T18:50:28+00:00

Please select all accounts or services you're interested in:
- Savings Account (required for membership)
- Checking Account
- Share Certificate
- Business Checking
- Direct Deposit
- Debit Card
- Online Banking
- eStatement
- Mobile Banking/Deposit
- Bill Pay
- VISA Platinum credit card
- Mortgage - Home Financing/Refinancing
- Auto Financing
- Investment/Retirement Planning
- HSA (Health Savings Account)
Please enter any products or services you're interested in that are not listed above:
Will this be a joint account?
- No
- Yes
Primary Name on Account
*Required Field
Name*
First Last
Middle Name and Suffix (If applicable)
Middle Initial Suffix
Business Account Name (If applicable)
Date of birth:*
Date Format: MM slash DD slash YYYY
Home Address*
Street Address City State ZIP Code
Mailing Address (If different than above)
Mailing Address City State ZIP Code
Email*
Home or Cell Phone #*
Preferred Method of Contact?*
- Call Home Phone
- Call Cell Phone
- Email to Primary Email Address
Driver’s License Number*
State License Issued*
State
Driver’s License issue date*
Date Format: MM slash DD slash YYYY
Driver’s License expiration date*
Date Format: MM slash DD slash YYYY
Current Employer*
Occupation*
Work Phone #*
Joint Application Section
Name
First Middle Initial Last Suffix (If applicable)
Business Account Name (If applicable)
Date of birth:
Date Format: MM slash DD slash YYYY
Home Address
Street Address City State ZIP Code
Mailing Address (If different than above)
Mailing Address City State ZIP Code
Email
Home or Cell Phone #
Preferred Method of Contact?
- Call Home Phone
- Call Cell Phone
- Email to Primary Email Address
Driver’s License Number
State License Issued
State
Driver’s License issue date
Date Format: MM slash DD slash YYYY
Driver’s License expiration date
Date Format: MM slash DD slash YYYY
Current Employer
Occupation
Work Phone #
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ENJOY THESE GREAT OFFERS

Savings Accounts

**EARN 1.50% APY* ON OUR HSA ACCOUNT**

*APY = Annual Percentage Yield Effective November 1, 2020

AUTO LOAN RATES AS LOW AS 2.74% APR**

**APR = Annual Percentage Rate Effective November 1, 2020

**EARN 3.00% APY* ON GO CHECKING**

*APY = Annual Percentage Yield Effective November 1, 2020

ACCELERATOR MORTGAGE AS LOW AS 2.79%/2.85% APR**

**APR = Annual Percentage Rate Effective November 1, 2020

Charter Oak Federal Credit Union
1055 Hartford Turnpike
Waterford, CT 06385
860.446.8085
800.962.3237

Federally Insured by NCUA.

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