GCU SYM 02181 R 04/03/2023
Page 1 of 3
Account Number Name For Credit Union Use Only
GLOBAL FEDERAL CREDIT UNION
MEMBERSHIP APPLICATION AND MASTER ACCOUNT/ ACCOUNT ACCESS AGREEMENTS
Name: Title (optional) First MI Last Suffix
Date of Birth
Mailing Address City State or Country Zip Code + 4
SSN
TIN
Street Address City State or Country Zip Code + 4
Home Telephone
Membership Eligibility (Employer, Association, or Relative’s Name)
Work Telephone and Extension
Employer
E-Mail Address
Mobile Telephone
Employer’s Address City State or Country Zip Code + 4
Master Account Agreement
I hereby make application for membership in Global Federal Credit Union (the Credit Union) and affirm that the information regarding membership eligibility provided on this form is true
and correct. I understand membership is contingent upon a satisfactory account verification. I agree to conform to the C redit Union’s bylaws and amendments thereof and subscribe to
at least one share. I hereby authorize the Credit Union to establish a master account record for the primary member and to open any type of subaccount, including a checking account,
but excluding Retirement Accounts (IRA), which I may request from time to time verbally or in writing. If I wish to establish a joint owner(s) on this account, I understand that I must also
execute the Master Account Access Agreement.
I also agree to the terms, conditions, and fee schedules associated with those accounts as established by the Credit Union both now and in the future. I understand that the terms of the
Master Account Access Agreement also apply to this master account record.
I understand the member account will be non-assignable and non- transferable to third parties. I authorize the Credit Union to perform a credit check or obtain a credit report at any time.
I agree to read the separate Share Account Disclosure Statement, upon receipt, which contains s pecific account information, all of which is fully incorporated by reference herein.
If I, the individual member requested access to any online account service, I authorize Global Federal Credit Union to process information, monetary and other transactions that I request
through any method of access using the online account service, and appropriately debit and/or credit the accounts and suffixes that I designate for such transactions, as well as any
applicable fees. By my signature, I agree to read and comply with the terms and conditions of the Online Account Services Agreement incorporated in the Share Account Disclosure
Statement and to use the online account services only as described in the Online Account Services Agreement. I acknowledge that a valid email address is required for online access.
If I requested a debit card, I acknowledge receipt of a Cardholder Agreement and understand that use of my debit card shall be governed by the terms of the Agreement, bylaws, rules,
regulations, or applicable law, and such other terms, conditions, and/or amendments as may be established from time to time and communicated to me in writing.
I acknowledge and agree that I am pledging all or any part of shares/funds in the accounts associated with this master account number as collateral security for any loan or loans with
the Credit Union.
Upon receipt, this Master Account Agreement is accepted at the headquarters of Global Federal Credit Union in Anchorage, Alaska, and all accounts are governed and controlled by the
laws of the United States and applicable laws of the state of Alaska.
CERTIFICATION: Under penalties of perjury, I certify that: (1) the number shown on this form is my correct taxpayer identification number (or I am waiting for a number to
be issued to me), and (2) I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue
Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) th e IRS has notified me that I am no longer subject to
backup withholding, and (3) I am a U.S. person (including a U.S. resident alien).
Certification Instructions. You must check here if you have been notified by the IRS that you are subject to backup withholding because you have failed to report all
interest and dividends on your tax return. The Internal Revenue Service does not require your consent to any provisions of this document other than the certifications
required to avoid backup withholding.
SIGNATURE: x DATE:
For Credit Union Use Only
New Account Certify SSN/TIN Reactivate Name Change - Previous Name:
Change SSN/TIN Reopen Password:
Mbr. I.D. St.
Type #
Exp. Group Code Tracking # Package #
ChexSystems RF Approval .
Signature: Date:
Approving Membership Officer
Account Number Name For Credit Union Use Only
GCU SYM 02181 R 04/03/2023
Page 2 of 3
Master Account Access Agreement (Including Credit Line Access)
The Credit Union is hereby directed to accept any of the signatures of an joint owner reflected on this agreement as authorization for the payment of funds or the transaction of any
business on all share, checking, and certificate accounts and lines of credit associated with the master account number indic ated above but excluding Retirement Accounts (IRAs).
The member and joint owner(s) agree to conform to the bylaws of the Credit Union and agree to the terms, conditions, and fee schedules established by the Credit Union from time
to time for any accounts associated with this master account number. The member and joint owner(s) agree with each other and with the Credit Union that any joint owner may
establish verbally or in writing additional accounts associated with this master account number. All accounts covered by this agreement shall be subject to withdrawal or receipt by
any of the joint owner(s), regardless of their net contributions, and payment to any of them, or the survivor or survivors for joint accounts, shall be valid and shall discharge the Credit
Union from any further liability for such payment.
The member, and any joint owner, is authorized to access the accounts associated with this master account number, including any credit line loan establis hed with this account where
applicable, by any means made available or approved by the Credit Union. The member and joint owner(s) agree that the Credit Union is authorized to charge, at any time, against
any account associated with this master account number, any indebtedness owing to the Credit Union by any joint owner.
By this agreement, to the extent permitted by law, all parties fully release Global Federal Credit Union, its officers and employees from any and all liability or claim for loss of funds
resulting from any transaction by or through any member or joint owner.
Each of the joint owners appoints the other his or her attorney in fact to sign or endorse all withdrawal slips, checks or drafts to be cashed or deposited and to access the
accounts associated with this master account number by debit card(s) or by any other means approved by the Credit Union.
Any and all of the joint owners agree and acknowledge that they are pledging all or any part of funds in the accounts associated with this master account number
as collateral security for any loan or loans with the Credit Union. A pledge of shares by any one joint owner is binding on all joint owners.
Joint owners as designated on a replacement Master Account Access Agreement supersede all previous joint ow ners on the account. In lieu of execution of a replacement
Master Account Access Agreement, any joint owner except the member may voluntarily delete his/her own name by written request. By this action, the subject joint owner
agrees to surrender to the member or otherwise destroy all checks and access devices in their possession that are applicable to the acc ount and further agrees that any use of these
checks or access devices by the subject joint owner on or after the date of the written request for removal will immediately invalidate such request and reinstate his/her joint status.
In addition, the member and other joint owners agree that all sums now paid on any account, or which may be paid in on such accounts in the future, by any or all
of the joint owners to their credit as such joint owners, together with all earnings and other additions, are and shall be owned by them jointly and equally with right of
survivorship regardless of their net contributions. The Credit Union will not inquire as to the source of funds received for deposit t o a joint account or as to the
proposed use of any sums withdrawn from the account for purposes of establishing net contributions.
The Credit Union reserves the right to perform a credit check or obtain a credit report applicable to the member or joint owner at any time. All joint owners agree to read the separate
Share Account Disclosure Statement, upon receipt, which contains specific account information all of which is fully incorporated by reference herein.
This Master Account Access Agreement is accepted at the headquarters of Global Federal Credit Union in Anchorage, Alaska, and all accounts are governed and controlled by the
laws of the United States and the applicable laws of the state of Alaska.
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.
x
Member Signature
Printed Name: Title (optional), First, MI, Last, Suffix
Date
x
Joint Owner
(1)
Signature
Printed Name: Title (optional), First, MI, Last, Suffix
SSN
Mailing Address
City
State or Country
Zip Code +4
x
Joint Owner
(2)
Signature
Printed Name: Title (optional), First, MI, Last, Suffix
SSN
Mailing Address
City
State or Country
Zip Code +4
x
Joint Owner
(3)
Signature
Printed Name: Title (optional), First, MI, Last, Suffix
SSN
Mailing Address
City
State or Country
Zip Code +4
Removal of Joint Owner(s)
Remove all joint owners from this account. I have read and understand my responsibilities in this matter as described above.
Member Signature
(4)
X
Date .
Remove me as a joint owner from this account. I have read and understand my responsibilities in this matter as described above.
Joint Owner Signature
(5)
x
Date .
For Credit Union Use Only
Mbr. I.D. St.
Type
#
Exp.
I.D.
(1)
St.
Type
#
Exp.
I.D.
(2)
St.
Type
#
Exp.
I.D.
(3)
St.
Type
#
Exp.
I.D.
(4)
St.
Type
#
Exp.
I.D.
(5)
St.
Type
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Exp.
GCU SYM 02181 R 04/03/2023
Page 3 of 3
Account Number Name For Credit Union Use Only
Payable On Death Beneficiary Designation
Only the primary member may designate account beneficiaries. Select the beneficiary type, then enter the name, date of birth (if the beneficiary is an individual), Tax
Identification Number (Social Security Number, Individual Tax Identification Number, or Employer Identification Number), and address of each designated beneficiary.
Beneficiary Type:
Individual Person Entity (trust, estate, charity, etc.)
Name (First, MI, Last, Suffix)
Date of Birth
SSN / ITIN / EIN
Mailing Address
City
State or Country
Zip Code +4
Beneficiary Type:
Individual Person Entity (trust, estate, charity, etc.)
Name (First, MI, Last, Suffix)
Date of Birth
SSN / ITIN / EIN
Mailing Address
City
State or Country
Zip Code +4
Beneficiary Type:
Individual Person Entity (trust, estate, charity, etc.)
Name (First, MI, Last, Suffix)
Date of Birth
SSN / ITIN / EIN
Mailing Address
City
State or Country
Zip Code +4
Beneficiary Type:
Individual Person Entity (trust, estate, charity, etc.)
Name (First, MI, Last, Suffix)
Date of Birth
SSN / ITIN / EIN
Mailing Address
City
State or Country
Zip Code +4
Beneficiary Type:
Individual Person Entity (trust, estate, charity, etc.)
Name (First, MI, Last, Suffix)
Date of Birth
SSN / ITIN / EIN
Mailing Address
City
State or Country
Zip Code +4
Beneficiary Type:
Individual Person Entity (trust, estate, charity, etc.)
Name (First, MI, Last, Suffix)
Date of Birth
SSN / ITIN / EIN
Mailing Address
City
State or Country
Zip Code +4
Accounts funds are payable only upon the death of the member and all other joint owners of the account to the surviving designated beneficiaries in equal
shares. Individual Retirement Accounts (IRAs) are not included in this designation as those beneficiaries are specifically designated within the IRA Custodial
Application.
Member Signature: Date:
For Credit Union Use Only
Mbr. I.D. St.
Type
#
Exp.