Online Forms

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Health Savings Account

• HSA New Application Packet
• HSA Designation or Change of Beneficiary Form
• HSA Visa Debit Card Application
• HSA Employer Contribution Form

Customer Service

IRA Account

• IRA Contribution Form
• IRA Distribution Form

General

• Statement Balancing Worksheet
• Switch Kit

Loans

Consumer loan applicants: Please print a copy of the Privacy Notice along with the application. This notice is for you to keep.

• Consumer Loan Application
• Privacy Notice

Home Equity Line of Credit applicants: Please print a copy of the following documents with the Home Equity Line of Credit application. The disclosures and booklet provide information related to this type of loan and are for you to keep.

• Home Equity Line of Credit Application
• What You Should Know About Home Equity Lines of Credit
• HELOC Disclosure $10,000-$49,999
• HELOC Disclosure $50,000-$99,999
• HELOC Disclosure $100,000 and over 
• Privacy Notice

Mortgage loan applicants: All applicants must complete the Consumer Mortgage Application (part 1). If there is a co-borrower, the Consumer Mortgage Application (co-borrower) must be completed for each co-borrower. The Consumer Mortgage Application (part 3) provides additional space if you need it for any additional information you want to provide (not required). If you indicated “unmarried” on the application, please complete the Consumer Mortgage Application (unmarried) document. Please print a copy of the following disclosures with the mortgage application. The disclosures and booklet are for you to keep. If the loan you will be requesting will have a variable/adjustable interest rate, please also print the Adjustable Rate Mortgage disclosure and booklet found below.

• Consumer Mortgage Application (part 1)
• Consumer Mortgage Application (co-borrower)
• Consumer Mortgage Application (part 3)
• Consumer Mortgage Application (unmarried)  
• Right to Receive Copy of Appraisals
• Your Home Loan Tool Kit
• Privacy Notice

Construction loan applicants: All applicants must complete the Consumer Mortgage Application (part 1). If there is a co-borrower, the Consumer Mortgage Application (co-borrower) must be completed for each co-borrower. The Consumer Mortgage Application (part 3) provides additional space if you need it for any additional information you want to provide (not required). If you indicated “unmarried” on the application, please complete the Consumer Mortgage Application (unmarried) document. Please print a copy of the following disclosures with the mortgage application. The disclosures and booklet are for you to keep.

• Consumer Mortgage Application (part 1)
• Consumer Mortgage Application (co-borrower)
• Consumer Mortgage Application (part 3)
• Consumer Mortgage Application (unmarried)
• Right to Receive Copy of Appraisals
• Your Home Loan Tool Kit
• Privacy Notice

Additional information for variable / adjustable rate loans:

• Consumer Handbook on Adjustable Rate Mortgages

Applicable Adjustable Rate Mortgages disclosure (based on term/adjustment period):

• Adjustable Rate Mortgage 15 Year Term 1 Year Adjustable
• Adjustable Rate Mortgage 15 Year Term 3 Year Adjustable
• Adjustable Rate Mortgage 15 Year Term 5 Year Adjustable
• Adjustable Rate Mortgage 30 Year Term 1 Year Adjustable
• Adjustable Rate Mortgage 30 Year Term 3 Year Adjustable
• Adjustable Rate Mortgage 30 Year Term 5 Year Adjustable

Online Banking

• Personal Online Banking Enrollment
• Personal Online Banking Change Form (to add services to an existing online account)
• External Account Transfer Request 

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ATM & Debit Card

• Personal ATM or Debit Card Application
• Opt in Opt out Authorization
• Visa Account Updater Opt-out Notice