Forms

ACH Direct Payment form

Use this form with your financial institution information if you wish Addition Financial to draft your loan payment directly from your financial institution each month.

Automatic Transfer Form

Use this form to schedule an automatic transfer of funds from one account to another, or to transfer loan payments from your savings/ checking account to pay your loan.

Moving? We are making it even more convenient to keep your credit union information up to date. Use this form for address, phone number, and email address changes. You can also easily update your address online in Online Banking. Simply log in and click on "Settings" then "Contact Information."

Close Account Form

Need to close an account? This form will guide you through the process.

Cross Account Transfer Request

Would you like to be able to transfer funds from your account to another member's account? Use this form to sign up for this feature. Both account holders must sign to authorize the transfer.

Direct Deposit Form

Would you like to have your check automatically deposited to your account? Fill out this form and return it to any branch. If your employer will accept the form without a signature from a representative of the credit union, then simply bring the form directly to your payroll office.

Property Insurance Claim Form and Documentation

Use this form to submit a Property Insurance Claim.

Loan Modification - Modification Application Worksheet

Complete and return the Modification Application worksheet to Addition Financial. After completing the worksheet, be sure to use it as a budgetary reference.

Loan Modification - Workout Request Checklist - Consumer Loans

Use this checklist as a guide to help you gather the necessary information and documents required to apply for a consumer loan modification.

Loan Modification - Workout Request Checklist - Real Estate Loans

Use this checklist as a guide to help you gather the necessary information and documents required to apply for a real estate loan modification.

MEMBERSHIP ACCOUNT APPLICATION

Need to open an account? You can quickly and securely open an account online or you may print this document and bring it in to any of our branches to open an account today.

Mortgager-Contractor Affidavit

Submit this form after repairs are complete as the final step in your Property Insurance Claim.

OCPS Direct Deposit Authorization

If you work for Orange County Public Schools, having your payroll check automatically deposited into your account is convenient and saves you time.

Overdraft Protection Enrollment Worksheet

Use this form to authorize your accounts for overdraft transfer protection.

Remove Joint Application

Use this form if you are a joint member on an account and wish to be removed from the account. (This form must be notarized or witnessed in the branch.)

Stop Payment Requests for Checks and ACH

Use this form if you want to place a stop payment on a check or an electronic transaction (i.e. automatic payment to a vendor). You can also perform this function online in Online Banking.