Forms & Disclosures

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Your Journey Starts Here, Everything you need to get Started.

The Credit Union utilizes DocuSign for you to sign our Form securely and electronically.

Many of the links below are in PDF format. You will need to have Adobe Acrobat Reader installed on your computer in order to view these files. If you do not already have Acrobat Reader, you can download it for free. Link to https://get.adobe.com/reader/

New Membership Forms

TO OPEN AN ACCOUNT, WE WILL NEED:

Completed Membership Application
Copy of State or Federal ID
Copy of Membership Eligibility, Work ID or Family Certification Form
$1.00 deposit to your new account

OPEN YOUR NY TEAM FCU ACCOUNT IN 3 EASY WAYS:

1) Visit a branch
2) Print & Mail the Membership Packet and all required items to: NY TEAM Federal CU 65 Broadway Hicksville, NY 11801
3) Complete your account membership online through DocuSign. Keep in mind; you will still be required to submit a notarized form or visit one of our branches to finalize the account opening process.

FAMILY MEMBERS CAN JOIN TOO!

If you are a family member to a current NY TEAM member that makes you eligible for membership, too! Regardless of where they live, if your parents or siblings are members you qualify.

If you are eligible for Membership through a Family Member, you will need to fill out a Family Certification Form.

Disclosures

Funds Availability

Truth in Savings

NCUA Federally Insured Brochure

Remote Deposit Capture Agreement

Wire Transfer

Incoming Wire Transfer Instructions

Domestic Wire Transfer

International Wire Transfer Form

Stop Payment

Stop Payment Request (Teller, Money Order, Share Draft)

ACH Stop Payment Request

Fraud / Dispute Forms

Fraudulent use of a Debit Card
Are there transactions on your account done with your Debit card that you did not perform? Be sure, to view our Fraud Page as it explains the process required for Debit Card Fraud, Disputes and other types of fraud.

Debit Card Fraud
Debit Card Fraud Online Form
Debit Card Dispute Form

Fraudulent Check Affidavit
Acknowledge a check cleared through your account contains Signature Forged, Endorsement Forged, Counterfeit Item.
Affidavit of Claimant Check Fraud

Unauthorized or Improper ACH Debit
An ACH Cleared through your account and was unauthorized or Improper.
Unauthorized of Improper ACH Debit Form

Membership Forms

Add Account Form

To open a Checking, Special Savings, Educational, Vacation, Money Market or Holiday account to your existing membership.

If you would like to open a (CD) Certificate of Deposit form, please fill out the Add Certificate of Deposit Form.

Add Account Form

Add Certificate of Deposit Form

Online Add Account Form

Online Add Certificate of Deposit Form

Notification of Change

Sign into Online Banking to change your phone or address. To change your name provide a copy of the marriage certificate and newly issued identification.

Notification of Change Form

Courtesy Pay

Enroll into Debit Card Coverage, Opt Out or Change your Courtesy Pay Limit is easy with our forms. Learn more about overdraft protection.

Enroll and Opt out CP

Online Enroll or Opt out of CP Form

Beneficiary Form

To update, remove or add beneficiary information, please print this form, complete it, and have all account owners sign the form.

Note: This form will need to be Notarized if submitted by mail. Notarization is a free member service to NY TEAM Federal Credit Union.

Beneficiary Form

Joint Ownership Deletion

To remove a joint account holder, please print this form, complete it and have the joint owner being deleted sign the form.

Note: This form will need to be Notarized if submitted by mail. Notarization is a free member service to NY TEAM Federal Credit Union.

Remove Joint Owner Consent Form

Closed Account

To close out a suffix or membership, please print this form or fill out online.

Closed Account Form

Closed Account Online Form

Account Change Form

To Add, Update or Remove a Power of Attorney (POA), Joint Owner, or Authorized Signer. Please print this form, complete it and have all owners sign the form.

Note: This form will need to be Notarized if submitted by mail. Notarization is a free member service to NY TEAM Federal Credit Union. If you are adding a POA, Original Power of Attorney paperwork must be submitted. The POA should be dated within one year or proof of submission will be required along with proof of life letter.

Account Change Form

Balance Transfer Form

A convenient form to help transfer balances from other cards to your NY TEAM FCU Credit Card. Learn more about our Credit Card Programs.

Balance Transfer Form

Balance Transfer Online Form

Payroll Allocation Form

Easily update your payroll distributions easily with our Payroll Allocation Form.

Payroll Allocation Form

Online Payroll Allocation Form

Fraudulent Use of a Debit Card

Are there transactions on your account done with your Debit card that you did not perform? Be sure, to view our Fraud Page as it explains the process required for Debit Card Fraud, Disputes and other types of fraud.

Debit Card Fraud

Debit Card Fraud Online Form