Forms

Find the forms you need to manage your accounts, switch to DFCU, or request other services. Some eligible forms can be electronically signed and submitted using DocuSign. Learn more about DocuSign.

Account Application Instructions Account Switch Kit ACH Instructions For Your DFCU Financial Account Authorization to Remove a Signer

Change of Contact Information Link

Conversion of an UTMA

Debit RoundUp Enrollment Form eSign

Direct Deposit Authorization

Draw Account Authorization eSign

Money Order Stop Payment Request Pre-Authorized Transaction Authorization Premium Overdraft Plus Opt-In eSign Record of Legal Name Change

Request to Add a Beneficiary eSign

Request to Add Joint Owner Request to Open an UTMA Share Certificate Management Wire Funds to Your DFCU Financial Account Wire Transfer Authorization and Agreement

Credit Card Automatic Payment Agreement Mortgage Third Party Authorization

ATM Transaction Dispute Request ATM Transaction Statement of Fraud ATM Transaction Statement of Fraud Debit/ATM Card Point of Sale Dispute Form Debit/ATM Card Point of Sale Fraud Form Declaration of Loss & Claim for Reimbursement Personal Check Fraud Affidavit Written Statement of Credit Refused by Receiver Zelle Non-Fraud Dispute Form Zelle Transaction Statement of Fraud

Agreements and Disclosures Consumer Deposit Savings Rates DFCU Online Access Agreement eDocuments Agreement Electronic Services Agreement and Disclosure Fee Schedule For Sale By Owner Funds Availability Policy Disclosure HELOC Brochure Home Equity Disclosure Loan Disclosure Mastercard Credit Card Agreement and Disclosure Mastercard Credit Card Application and Solicitation Rate Disclosure Loan Disclosure Privacy Policy Text Banking Services Agreement Zelle Terms of Service

Account Switch Kit Business Change of Contact Information Information Needed to Open an Account Non-Member Record Wire Transfer Authorization and Agreement

ACH Pass Thru Creating an ACH Batch Creating an ACH Collection Creating an ACH Payment Creating an ACH Receipt Creating Payroll, Multiple, and Split Payments Editing or Deleting a Recipient Managing Templates Payment from File Recipients Recipients Overview Tax Payments

Business Check Fraud Affidavit Debit/ATM Card Point of Sale Dispute Form Debit/ATM Card Point of Sale Fraud Form Declaration of Loss & Claim for Reimbursement Written Statement of Unauthorized Debit (ACH)

eDocuments Agreement Business Fee Schedule Funds Availability Policy Disclosure Mastercard Debit Card Guide to Benefits Membership and Account Agreement Online Access Agreement Text Banking Services Agreement Mastercard Business Credit Card Agreement

2015 Annual Report 2016 Annual Report 2017 Annual Report 2018 Annual Report 2019 Annual Report 2020 Annual Report 2021 Annual Report 2022 Annual Report 2023 Annual Report 2024 Annual Report 2025 Annual Report Automatic Payment Transfer Packet Balance Your Business Account Business Account Funding Options Business Automatic Payment/Transfer Checklist Financial Performance as of December 31, 2017 Financial Performance as of December 31, 2018 Financial Performance as of December 31, 2020 Financial Performance as of December 31, 2021 Financial Performance as of December 31, 2022 Financial Performance as of December 31, 2023 Financial Performance as of December 31, 2024 ID Theft Checklist Mastercard® Guide to Benefits NCUA Brochure NCUA Insurance Financial Performance as of December 31, 2019 Secure Email Message Statement of Unauthorized Debit Tech Support Scams

Annual Reports DFCU Business Online DFCU Online DFCU Title Agency Frequently Asked Questions Handling a Decedent's Account Medallion Signature Guarantee Information

SpendTrack Business User Portal Guide Digital version

Statement Disclosure and Balancing Worksheet Trust Account Documentation Requirements

Forms

Account Management

Credit Cards and Loans

Disputes and Fraud

Fees and Disclosures

Business Account Management

Business ACH Services

Business Disputes, Fraud and Theft

Business Fees and Disclosures

Fees and Disclosures

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