It s Easy as To Move Your Checking Account Online Switch Kit. Now You ll Find It Easy to to Do Do Your Banking From Anywhere, Anytime

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1 It s Easy as To Move Your Checking Account Online Switch Kit Three Easy Steps If you re looking for flexibility, convenience, and and great great service, service, then then you ve you ve made made the the right right choice choice by switching by switching your checking your checking account account to Arizona to Central Arizona Credit Central Union! Credit Plus, Union! you can Plus, forget you about can the hassle forget about of changing the hassle your of accounts. changing It your is easier accounts. than ever It when is easier you than follow ever this when simple you checklist: follow this simple check list: 1. Open Your New Account. Complete the 1. Open Your New Account. Complete the Application for Membership & Services in this Application for Membership Services in this PDF PDF and and return return to any to any branch branch or mail or mail to: to: Arizona Arizona Central Central Credit Credit Union, Union, Attn: Attn: Member Support Services, P.O. P.O. Box Box 11650, 11650, Phoenix, Phoenix, Make The Switch. Use the the forms provided in in this this Switch simple Kit Switch to get Kit started to get today! started today! Now You ll Find It Easy to to Do Do Your Banking From Anywhere, Anytime With the convenience of of online banking at at you you can can verify deposits, see which checks have cleared, pay pay bills, request make withdrawals, loan payments, make balance loan payments, your checking balance account, your checking download account, download activity to account your computer, activity to your and more! computer, You and can more! also access You can your also account access by your calling account our 24-hour by calling Central our 24-hour Phone MOM Banking at TouchTone (602) Teller at or (602) toll free or toll free Allpoint ATMs. You have access to more than 43,000 ATMs through Allpoint, America s largest surcharge-free ATM network. To find locations near you, go to or download the free mobile app for iphone, Android or Blackberry from your phone s app store. Change Direct Deposit Let your em- employer, retirement or or pension planner, and/ and/or the Social the Social Security Security Administration know know that you ve that you ve made made the switch the switch to Arizona to Arizona Central. Central. Change Automatic Withdrawals This may This include may include mortgage mortgage payments, payments, insurance insurance (medical, (medical, homeowner s, home auto, owner s, etc.), auto, utilities, cable, credit cards any company etc.), utilities, cable, credit cards any company where you have set up where you have set up automatic payments. automatic payments Close Close Your Your Old Old Account. Account. Make Make sure sure you you allow ample ample time time (usually (usually about about two two weeks) weeks) for outstanding for outstanding checks checks to to clear clear and and for for direct direct de- deposit and and automatic withdrawals to to be be changed. Check changed. that Check all transactions that all transactions have been have posted and been then posted shred and all then remaining shred all checks, remaining ATM/debit cards checks, and ATM/Debit deposit slips Cards from and your deposit old financial slips institution. from your old financial institution. If you have any questions or or need any assistance, you can make a a quick phone call to (602) or or toll toll free free and we we will will be be happy happy to assist you. P.O. Box 11650, Phoenix, (602)

2 Direct Deposit Switch Request Employer Making Direct Deposit: To Whom It May Concern: You are currently automatically depositing my paycheck to the following account: CURRENT FINANCIAL INSTITUTION ROUTING NUMBER ACCOUNT NUMBER SAVINGS NUMBER CHECKING NUMBER Please discontinue making deposits to that account and begin sending the same deposit to Arizona Central Credit Union. New Financial Institution: Arizona Central Credit Union Routing Number: Deposit Instructions: DEPOSIT ENTIRE AMOUNT TO CHECKING ACCOUNT NUMBER: or DEPOSIT TO SAVINGS ACCOUNT NUMBER: AND THE REMAINDER TO CHECKING ACCOUNT NUMBER: I authorize this to remain in effect until I send written notice of any change or cancellation. SIGNATURE DAYTIME PHONE P.O. Box 11650, Phoenix, (602)

3 Close Account Request Financial Institution: To Whom It May Concern: Please close the following account(s) listed below: ACCOUNT CHECKING SAVINGS MONEY MARKET OTHER ACCOUNT CHECKING SAVINGS MONEY MARKET OTHER ACCOUNT CHECKING SAVINGS MONEY MARKET OTHER Please send my a check for the remaining funds to to me me at the at the address address listed listed below below. my signature. Thank You, PRIMARY ACCOUNT HOLDER S SIGNATURE DAYTIME PHONE Joint Account Holder s Information (If Applicable) JOINT ACCOUNT HOLDER S SIGNATURE JOINT ACCOUNT HOLDER S PRINTED P.O. Box 11650, Phoenix, (602)

4 Automatic Withdrawal Switch Request Company or Financial Institution: ACCOUNT NUMBER To Whom It May Concern: I am writing to inform you that I have recently changed financial institutions and need to update my information. You are currently withdrawing from the following account: CURRENT FINANCIAL INSTITUTION ROUTING NUMBER ACCOUNT NUMBER SAVINGS NUMBER CHECKING NUMBER FOR (PAYMENT OR REASON) ON ( OF MONTH) Please discontinue making withdrawals from this account and begin making them from my new Arizona Central Credit Union checking account: New Financial Institution: Arizona Central Credit Union Routing Number: My New Account Number It is my understanding that I must give you at least two weeks notice before the next scheduled transaction. Thank you for your prompt attention to this request. Sincerely, SIGNATURE DAYTIME PHONE P.O. Box 11650, Phoenix, (602)

5 New Account Tracking Form Tips for Successfully Switching Your Account: Make sure all checks have cleared from from your your old old checking account. account. Check to make sure there are enough funds available in in your your old old checking account to cover to cover any any automatic payments that may still need to to be be withdrawn. Send the Direct Deposit Switch Request to to your your employer s payroll payroll department or other or other company/ company/govern- government agency agency that you that receive you receive a recurring a recurring deposit deposit from from regarding regarding the change the change to Arizona to Arizona Central. Central. Send the Automatic Withdrawal Request Request to to any any vendors vendors that that use use automatic automatic withdrawal withdrawal to inform to inform them them of of your new Arizona Central Central checking checking account. account. Send the Close Account Request to your old financial institution. Send the Close Account Request to your old financial institution. Then, as a reminder, fill out this form for your payroll, insurance account, utilities account, or other automatic payment to be re-routed to your new Arizona Central checking account. Set a follow-up date of two weeks to contact them to make sure your requests to change have been made. DIRECT DEPOSIT REQUEST Sent to Date Sent Follow-up Date AUTOMATIC PAYMENT #1 AUTOMATIC PAYMENT #2 AUTOMATIC PAYMENT #3 AUTOMATIC PAYMENT #4 AUTOMATIC PAYMENT #5 AUTOMATIC PAYMENT #6 AUTOMATIC PAYMENT #7 CLOSE ACCOUNT REQUEST P.O. Box P.O , Box 11650, Phoenix, Phoenix, (602) (602)

6 Application for Membership & Services Member Services As a full-service financial institution, Arizona Central is here to help you and your family achieve financial success for every stage of life. Unlike a bank, we re not-for-profit and member-owned, which gives you the benefits of better rates, lower fees and superior service. Member Share Account Basic savings account every member must open to become eligible for other services A minimum 25 balance represents your ownership share in the credit union LifeStyle Checking Accounts FREE Visa Check Card FREE online, mobile and text banking FREE Bill Pay and estatements Allpoint surcharge-free ATM network Earn Central Points for Check Card purchases and online bill payments Also available, Exempt-Funds Checking 1, a limitedaccess account for managing funds not subject to garnishment. Affordable Loans New and used auto, RV and boat loans Debt consolidation Signature loans and lines of credit Mortgage and Home Equity loans 1 Visa Gold, Classic & Secured Credit Cards 1 No annual fees and low interest rates No fees for balance transfers or cash advances Travel accident insurance Money Manager Account Offers higher returns than basic share account Tiered rates, so you ll earn more as your balance grows Certificates, IRAs 1 & Health Savings Accounts 1 Variety of terms and competitive rates Traditional, Roth and Coverdell ESA available Save for future medical expenses with an HSA You-Name-It Savings Account TM Personalized savings account to help you save for any purpose Central Points TM Member Rewards Program Earn points when you save, borrow or refer a new member Use your points to get a lower loan rate, a higher rate on your certificate or to waive a fee Payroll Deduction & Direct Deposit Convenient, easy and safe way to make deposits Make loan payments automatically Convenient Account Access ebranch online banking, mobile and Bill Pay Central Phone Banking for account transactions and inquiries CU Service Centers Network for nationwide branch access Worldwide ATM access, including Allpoint surchargefree ATM network Enrollment & Application Instructions Applying for credit union membership or new services is easy! Just follow these simple steps: 1. Complete the Application for Membership & Services inside this brochure. 2. If applying for membership, include a check or money order for at least 25 with your application (25 minimum Member Share Account balance). 3. Include photocopies of valid identification for yourself and the joint owner (if applicable). Acceptable forms of I.D. include a non-expired driver s license, stateissued I.D. card, Military I.D., U.S. Passport, Resident Alien Card or Matricula Card. 4. Return your application, check or money order, and identification to any Arizona Central branch, or mail these items to: Arizona Central Credit Union Attn.: Support Services P.O. Box Phoenix, These products require a separate application. Ask an associate for details.

7 Application for Membership & Services INSTRUCTIONS: Please supply all information requested. If you are already a member and are applying for additional services, please provide your member number at right. MEMBER # (if current member) STEP 1: Select the services you are applying for (check all that apply) MEMBERSHIP ELIGIBILITY CODE (FOR ACCU USE) REQUEST FOR MEMBERSHIP HOW DO YOU QUALIFY? EMPLOYER FAMILY MEMBER AGE 55+ OTHER ACCOUNT TYPE (optional) : CLOWN CLUB (for members 12 and younger) CU SUCCEED (for members 13-17) REQUEST FOR CHECKING ACCOUNT Do you want Joint Owner s name printed on your checks? Yes No Phone # to print on checks: CHECKING ACCOUNT STYLE ISTYLE STYLE MYSTYLE HIGHSTYLE HSA EEMPT FUNDS (requires separate agreement) REQUEST FOR OVERDRAFT PROTECTION (Line of Credit for your checking account) AMOUNT: OTHER REQUEST FOR VISA CHECK CARD Check to request card for Joint Owner REQUEST FOR ATM-ONLY CARD Check to request card for Joint Owner Initial card charge of 5.00 plus 5.00 monthly maintenance fee REQUEST FOR LOAN AMOUNT REQUESTED I am also interested in the following (separate application required for these products): PURPOSE & COLLATERAL: Home Loan Visa Credit Card Certificate Money Market STEP 2: If applying for membership, complete the TIN Certification & Backup Withholding Statement By signing this application, I certify, in accordance with IRS W-9 instructions and under penalties of perjury, that the Social Security Number (SSN)/Taxpayer Identification Number (TIN) shown is my/the correct identification number and that I am NOT, unless designated below, subject to backup withholding because I have not been notified that I am subject to backup withholding as a result of failure to report all dividends or interest, or because the IRS has notified me that I am no longer subject to backup withholding. I certify that I am a U.S. Citizen or other U.S. person. For federal tax purposes, you are considered a U.S. person if you are: an individual who is a U.S. citizen or U.S. resident alien; a partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; an estate (other than a foreign estate); or a domestic trust (as defined in Regulations section ). CHECK ONE: I AM NOT SUBJECT TO BACKUP WITHHOLDING I AM SUBJECT TO BACKUP WITHHOLDING IF YOU ARE NOT A U.S. PERSON COMPLETE W-8 FORM STEP 3: For all services, complete the primary member section (complete joint owner/co-applicant section if applicable) SOCIAL SECURITY NUMBER YOUR OF BIRTH STREET PRIMARY MEMBER MAILING (IF DIFFERENT) HOME PHONE EMPLOYER S & HOUSING: OWN RENT OTHER YEARS AT CURRENT : MONTHLY PAYMENT/RENT OCCUPATION/TYPE OF WORK PERMANENT FULL-TIME YEARS EMPLOYED: TEMPORARY PART-TIME PLEASE NOTE: Do not list child support or alimony as other source of income unless you want us to consider it in evaluating your creditworthiness. DO YOU PAY CHILD SUPPORT? YES NO AMOUNT: OTHER SOURCE OF INCOME, IF ANY AGES OF DEPENDENTS (ECLUDING SELF): HOME VALUE PRESENT BALANCE WORK PHONE GROSS MONTHLY INCOME MONTHLY AMOUNT SOCIAL SECURITY NUMBER YOUR OF BIRTH JOINT OWNER/CO-APPLICANT STREET MAILING (IF DIFFERENT) HOME PHONE EMPLOYER S & HOUSING: OWN RENT OTHER YEARS AT CURRENT : MONTHLY PAYMENT/RENT OCCUPATION/TYPE OF WORK PERMANENT FULL-TIME YEARS EMPLOYED: TEMPORARY PART-TIME PLEASE NOTE: Do not list child support or alimony as other source of OTHER SOURCE OF INCOME, IF ANY income unless you want us to consider it in evaluating your creditworthiness. DO YOU PAY CHILD SUPPORT? YES NO AMOUNT: RELATIONSHIP TO MEMBER HOME VALUE PRESENT BALANCE WORK PHONE GROSS MONTHLY INCOME MONTHLY AMOUNT BY INITIALING, CO-APPLICANT CERTIFIES HE/SHE IS APPLYING FOR JOINT CREDIT: Rev: 9/13

8 Application for Membership & Services STEP 4: Valid identification is required to open your account. Indicate which form of ID you are providing. IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT - To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver s license or other identifying documents. PRIMARY MEMBER: DRIVER S LICENSE STATE ID MILITARY ID PASSPORT RESIDENT ALIEN MATRICULA ID # EP STATE COUNTRY JOINT OWNER: DRIVER S LICENSE STATE ID MILITARY ID PASSPORT RESIDENT ALIEN MATRICULA ID # EP STATE COUNTRY STEP 5: If applying for credit, please complete the following INDIVIDUAL CREDIT NOTE: If applying for individual credit, do not complete marital status unless you reside in a community property state (, CA, ID, LA, NV, NM, T, JOINT CREDIT INITIAL HERE TO WA, WI). Married persons may apply for credit in their own name. If you are married and live in a community property state or if you would like a CERTIFY YOU ARE APPLYING FOR joint account with your spouse, please provide information about your spouse in the co-applicant section (STEP 3). JOINT CREDIT: MARITAL STATUS: MARRIED SEPARATED UNMARRIED (SINGLE, DIVORCED, WIDOWED) & OF NEAREST RELATIVE NOT LIVING WITH YOU & OF PERSONAL FRIEND - NOT A RELATIVE HOME PHONE HOME PHONE STEP 6: Review the terms of the application and sign and date your application You and your(s) refer to applicant and joint applicant. We, us, and ACCU, refer to Arizona Central Credit Union. By signing below, you the undersigned, certify under penalty of perjury, the information presented herein, supplied for the purpose of obtaining credit, is true and correct. You understand providing false or misleading information on a credit application violates state and federal law. You authorize ACCU to obtain credit reports in connection with this application and for any update, increase, renewal, extension or collection of the credit received. ACCU is authorized to make inquiries, as deemed necessary, to verify any information contained in this application and will use the information provided to verify the identity of all account holders/borrowers. You understand your account will not be opened if valid identification is not provided. Account holders will be screened through ChexSystems. Upon submission, this application becomes the property of ACCU. You authorize us to give information concerning your credit/account experience with us to others. By signing below, you acknowledge receipt and agree to the terms and conditions of the Account Agreements & Disclosures booklet: Truth-in-Savings Disclosure, Membership & Account Agreement, Funds Availability Policy, Electronic Funds Transfer Agreement & Disclosure, and Privacy Notice Disclosure. Disclosures will also be provided for each service for which you have qualified. Use of the service by you or your agent ratifies that you agree to the terms and conditions set forth in the disclosures. You understand funds will be deducted from your savings account to cover overdrafts, unless you have funds available from an approved Overdraft Protection Line of Credit. You will be responsible for the resulting balance and subject to finance charges and other terms and conditions as disclosed to you in the Credit Agreement. You understand that having Non-Sufficient Funds (NSF) items may result in the closure of your checking account. You authorize us to deduct funds from any of your ACCU accounts to recover funds disbursed to you on any item returned unpaid or paid on your behalf, including fees associated with that item. ACCU does not identify the source of a deposit before it pays an overdraft, or offset. By depositing funds into ACCU you agree that we have your permission to pay overdrafts, offset negative balances, and pay monies owed to us by you with those funds. You authorize us to charge your account the amount necessary to pay for each order of checks. To maintain membership, (par value of one share) must remain on deposit in the Member Share Account. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding. By signing below you are requesting a personal identification number (PIN) for ATM access and MOM TouchTone Teller access. PLASTIC CARD SECURITY AGREEMENT AND PLEDGE. By signing this application, acceptance or authorized use of any credit/debit/atm card(s) issued, I pledge our shares as defined by our Membership Agreement* to secure payment of my obligations on this account. Additional Security: I understand that collateral securing other loans will secure this account, and that property purchased with my card(s) will also secure this account. *Shares and deposits in an Individual Retirement Account, and any other account that would lose special tax treatment under state or federal law if given as security, are not subject to the security interest you have given in your shares and deposits. (See Visa Credit Card Disclosure and Agreement for Terms). INITIALS: (as you would like it to appear on checks/cards if different than Step 3) (as you would like it to appear on checks/cards if different than Step 3) MEMBER S SIGNATURE JOINT OWNER S/CO-APPLICANT S SIGNATURE (if applicable) For Credit Union Use Only: Approved For: Checking QMC Check Card HSA Card Approved by (Teller Code): THUMBPRINT This application approved by the Board of Directors and entered. Membership Officer Date Teller Code Rev: 9/13

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