Online Forms

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: Please print a copy of the following disclosures with the mortgage application. The disclosures and booklet are for you to keep. Please print and complete the HMDA Monitoring Information Form below and submit it with your completed Consumer Mortgage Application. If the loan you will be requesting will have a variable/adjustable interest rate, please also print the Adjustable Rate Mortgage disclosure and booklet.

• Consumer Mortgage Application
• Right to Receive Copy of Appraisals
• Your Home Loan Tool Kit
• Privacy Notice
• HMDA Monitoring Information Form

Construction loan applicants: Please print a copy of the following disclosures with the mortgage application. The disclosures and booklet are for you to keep.

• Consumer Mortgage Application
• 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 Application
• Personal Online Banking Change Form (to add services to an existing online account)
• External Account Transfer Form

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ATM & Debit Card

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