Forms & Disclosures
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/
Important: Don’t forget to add a Trusted Contact to your account.
New Membership Forms
TO OPEN AN ACCOUNT, WE WILL NEED:
- Completed Membership Application
Here is a copy of all of our Membership Disclosures - 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.
Stop Payment
Stop Payment Request (Teller, Money Order, Share Draft)
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
Debit Card Dispute Online 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
Unauthorized or Improper ACH Debit Online Form
Loan Assistance
Need to request Loan Assistance with one of our loans.
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.
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.
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.
Beneficiary Form
To update, remove or add beneficiary information, please print this form, complete it, and have all account owners sign the form. More Information
Note: This form will need to be Notarized if submitted by mail. Notarization is a free member service to NY TEAM Federal Credit Union.
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.
Closed Account
To close out a suffix or membership, please print this form or fill out online.
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.
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.
Payroll Allocation Form
Easily update your payroll distributions easily with our 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.
Electronic Consent Agreement
Acknowledge receipt of this document and consent to electronic delivery of disclosures. Such as: receipts, late notices, courtesy pay notification.
Debit Card Agreement
Fraudulent Check Affidavit
Acknowledge a check cleared through your account contains Signature Forged, Endorsement Forged, Counterfeit Item.
Unauthorized or Improper ACH Debit
An ACH Cleared through your account and was unauthorized or Improper.
Skip A Pay Form
Find out more information about our Skip-A-Pay service.
Certificate Forms
Find out more information about our Certificates.
Need to Close our your CD early, fill out the Early Withdrawal Form!
Received your CD Renewal Notice, and you would like your Certificates to rollover another way, fill out the CD Renewal Form.
Open a CD, Fill out a CD Application!