The
Membership Application should be printed and returned to the Credit Union
with a $5.00 check to join the Credit Union. Two forms of ID are required.
One form of ID must be a picture ID or a birth certificate.
Applicant:
Name:
Type
of ID:
ID
No.:
S.S.
or Tax I.D. No.:
Address:
City/State/Zip
Phone:
Employer
Dept.
or Occupation
Work
Phone
Husband's
First Name or Wife's Maiden Name:
Mother's
Maiden Name
Date
of Birth
Place
of Birth
Basis
for Eligibility
I hereby make
application for membership in and agree to conform to the bylaws
and any amendments thereof in the Peoria Bell Credit Union. I also
agree to the terms and conditions of ay account that I have in the
credit union now or in the future and agree that the credit union
may change those terms and conditions from time to time.
Signature of Member
(Please sign within the box)
This
application approved by the: (check one)
Board
Exec. Committee
Membership Officer
_______________________________________________
Signature (Person representing approver of application)
__________________________
Date
CERTIFICATION
AS TO TAXPAYER IDENTIFICATION NUMBER AND BACKUP WITHHOLDING
(Instruction
to Signer: If you have been notified by the Internal Revenue Service
(IRS) that you are subject to backup withholding due to payee underreporting
and you have not received a notice from the IRS that the backup
withholding has terminated, you must strike out the language in
clause 2 of the certification you sign below.)
Under penalties
of perjury, I certify (1) that the number shown on this form is
my correct taxpayer identification number and (2) that I am not
subject to backup withholding either because I have not been notified
that I am subject to backup withholding as a result of a failure
to report all interest or dividends, or the Internal Revenue Service
(IRS) has notified me that I am no longer subject to backup withholding.
____________________________________
Signature
_________________________
Date
JOINT
SHARE ACCOUNT AGREEMENT
We agree with
each other and the credit union that all funds paid into or deposited
in this account, including any earnings thereon, shall be owned
by us jointly, with the right of survivorship. On the death of one
party to this joint account, all sums in the account on the date
of the death vest in and belong to the surviving party as his or
her separate property and estate. If we are married to each other,
any sums in the account which constitute community property become
the property of the surviving spouse on the death of a spouse.
Payment of funds
in this account may be made upon request of any of us. Any payments
made at the request of us or any other person with the right to
request payment discharges the credit union from any liability for
such payments. Subject to the policies of the board of directors
regarding account transactions of member and non-member joint owners,
without the necessity of withdrawing the funds in this account and
without liability to the credit union, any one of us may, by written
notice to the credit union, terminate the interest of any other
joint owner. We agree that this account and agreement are subject
to any and all rules, regulations, bylaws, and policies of the credit
union and its board of directors now in effect and as amended or
adopted hereafter, and agree to pay any charges or fees which may
be required or assessed under such rules, regulations, bylaws, and
policies.
We understand
that an attorney should be consulted regarding the validity of any
person's survivorship rights to any funds in this account or the
fitness of this account or agreement for any particular purpose.
_________________________
Joint Owners (each
must sign)
Date of Birth
Soc. Sec. or Tax
ID No.
_________________________
Joint Owners (each
must sign)
Date of Birth
Soc. Sec. or Tax
ID No.
_________________________
Joint Owners (each
must sign)
Date of Birth
P.O.D.
(PAYABLE ON DEATH) ACCOUNT AGREEMENT
I (We) agree
with the credit union that the person(s) named below is (are) designated
as P.O.D. payees(s). During my (our) lifetime, all funds paid into
or deposited in this account, including any earnings thereon, shall
be owned by me (us jointly), and payment may be made upon my (any
of our) request. Upon my death (the death of the last survivor to
us), all such funds shall be owned by the P.O. D. payees(s) surviving.
Any P.O.D. payee surviving shall have the right to request payment
of all or any portion of the funds in the account. Any payment upon
my (any of our) request, or the request of any other party with
the right to request payment, discharges the credit union from any
liability for such payment. I (we) agree that this account and agreement
are subject to any and all rules, regulations, bylaws, and policies
of the credit union and its board of directors now in effect and
as amended or adopted hereafter, and agree to pay any charges or
fees which may be required or assessed under such rules, regulations,
bylaws, and policies.
We understand
that an attorney should be consulted regarding the validity of any
person's survivorship rights to any funds in this account, or the
fitness of this account or agreement for any particular purpose.
_______________________
Date
Executed
By:
P.O.D. Payee(s)
Soc. Sec.
No.
Soc. Sec. No.
Executed
By:
P.O.D. Payee(s)
Soc. Sec.
No.
Soc. Sec. No.
Executed
By:
P.O.D. Payee(s)
Soc. Sec.
No.
Soc. Sec. No.
CONSENT
OF SPOUSE
To be completed
in Community Property States when Beneficiary is not the spouse.
Instruction: Do not execute this Designation of Beneficiary if you
have on file with your credit union a Joint Share Account Agreement
which designates the surviving joint tenant as beneficiary of life
insurance.
___________________
Date
______________________________
Signature of Spouse
Spouse of:
PLEASE
SIGN PROXY BELOW
PEORIA
BELL CREDIT UNION - Revocable Proxy
The undersigned
does hereby constitute and appoint the members of the Board of Directors
of Peoria Bell Credit Union, who are the qualified and acting Directors
at the time this Proxy is used, as my Proxy and authorize them in
my absence at any meeting of the members of Peoria Bell Credit Union
to cast any votes I would be entitled to cast if personally present
from time to time and from year to year until this Proxy is canceled
by written notice delivered to said Credit Union.