Membership Application

Member application and ownership information

Member /Owner *

Full Name

Field is required!

Date of Birth *

mm/dd/yyyy format ex: 04/25/2000

mm/dd/yyyy

Field is required!

Street *

Street

Field is required!

City *

City

Field is required!

Zipcode *

Zipcode

Field is required!

Work Phone *

Work Phone

Field is required!

Home Phone *

Home Phone

Field is required!

Email *

Field is required!

Driver's Lic No. *

Driver\'s Lic No.

Field is required!

Employer *

Employer

Field is required!

Account Services

Field is required!

Payable On Death Designations (Optional)

Do you want to designate a Payable on Death (POD) representative on this account?

Yes

Field is required!

Designate Specific Accounts

Field is required!

Click on plus icon to add more

Payee

Field is required!

Street

Field is required!

City

Field is required!

State

Field is required!

Zip

Field is required!

UTMA – Uniform Transfers to Minors Act account (Optional)

Do you want to open an UTMA account for a minor (age 1 year to 17 years old)

Yes

Field is required!

Parent/Legal Guardian 1 (For Minor Optional)

Parent/Legal Guardian 1 - Name

Full Name

Field is required!

Parent/Legal Guardian's Address

Field is required!

Date of Birth

Select a date

Field is required!

SSN/TIN

Field is required!

Parent/Legal Guardian 2 (For Minor Optional)

Parent/Legal Guardian 2 - Name

Full Name

Field is required!

Parent/Legal Guardian's Address

Field is required!

Date of Birth

Select a date

Field is required!

SSN/TIN

Field is required!

As Custodian(s) For Minor

As Parent/Legal Guardian(s) for Minor Name

Full Name

Field is required!

Phone

Field is required!

Minor's SSN/TIN

Minor\'s SSN/TIN

Field is required!

Minor's age under the Virginia Uniform Transfers to Minors Act

Minor\'s Age

Field is required!

UTMA Designation of Successor Parent/Legal Guardian (Optional)

Pursuant to the Virginia Uniform Transfers to Minors Act, I hereby designate successor parent/legal guardian(s) for all account listed in the "ACCOUNT TYPE" section. This designation shall take effect only upon my death, resignation, incapacity or removal

Successor name

Field is required!

Date

Select a date

Field is required!

Signature of Parent/Legal Guardian

Field is required!

Deposit :

How to make your deposit *

Direct Deposit from your employer

ACH - Automatic Deposit from another bank or the financial institution

Automatic Transfer From your Richmond Heritage Savings or Checking account To Richmond Heritage Loan

Will deposit in person at the branch

Go to www.sharedbranching.org

Field is required!

Name of Payee *

First Name

Field is required!

Middle Initial

Field is required!

Last Name

Field is required!

Address *

Address

Field is required!

City *

City

Field is required!

State *

State

Field is required!

Zip Code *

Zip Code

Field is required!

Area Code + Telephone Number *

Area Code + Telephone Number

Field is required!

Name of Person/ Institution Entitled to Payment *

Name

Field is required!

ACH Payments

ACH Amount *

amount

Field is required!

Financial Institution Name *

Financial Institution Name

Field is required!

Routing Number *

Routing Number

Field is required!

Account number *

Account number

Field is required!

Upload Pictures Of

1. A voided check or
2. Direct deposit form from other institutions or
3. Letter from your financial institution or
4. Bank Statement

(Note : (3 and 4) has to have your name on it, your routing number, and your account number )

Field is required!

Upload your documents...

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I have read Disclosures * click here to read

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<div id="myModal1" class="modal fade" tabindex="-1">
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              <h4 class="modal-title">Disclosures and Important Information</h4>
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	<p> Your rights and responsibilities under the law are outlined in the Federal Reserve Board’s Regulation E that governs a variety of electric transactions. You were provided the Regulation E disclosure when you opened your account with us. In general, you are protected from loss providing you are responsible in reading your account statements and reporting any problems and errors promptly. If we do not complete a transaction to or from your account(s) on time or in the correct amount according to our agreement with you, we will be liable for your losses or damages. However, there are some exceptions. We will NOT be liable for the following: </p>
	<ul>
<li>	Through no fault of ours, you do not have enough money in your account to make the transactions. </li>
<li>	The money in your account is subject to an uncollected funds hold, legal process or any other encumbrance or agreement restricting a transaction.</li>
<li>	If you do not have sufficient funds available through overdraft protection.</li>
<li>	If circumstances beyond our control (such as fire or flood) prevent the payment transfer, despite reasonable precautions that we have taken.</li>
</ul>
<p> <b> 15 Days advance notice is required to process initial setup, changes and revocation.</b> </p> 
<p> Funds coming into richmond heritage federal credit union from another institution for a loan payment will be deposited to the member’s savings account. Auto distribution will transfer the payment for richmond heritage federal credit union loans. Richmond heritage federal credit union will not reinitiate prenotes if returned by RDFI because they cannot accept those entries. </p>
<p> When selected date is a holiday, items will be processed next business day. </p>
<p> In the event that Richmond Heritage Federal Credit Union deposits/withdraws funds erroneously into my account, I authorize Richmond Heritage Federal Credit Union to reverse the transaction on my account for an amount not to exceed the original amount of the erroneous credit. </p>
<p> After <b> two returned items the ACH Origination item will be canceled. </b> </p>

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Field is required!

Upload Signature * :

Field is required!

Name *

Name

Field is required!

Date *

ddmmyyyy

Field is required!

Transfer from your Richmond Heritage Account

Cash deposit at Richmond Heritage Federal Credit Union

If you select cash deposit options, deposit needs to be in branch by 5 pm on due date

Go To Sharedbranching.org

You can click the Shared branch link or copy it into your browser to see a list of shared branches that you will be able to make deposit.

Designate ownership of the accounts and responsibility for the services requested

Designate ownership *

Individual Primary Account Holder

Joint Account with Right of Survivorship ( On the Death of an owner of the Account, The deceased owner\'s interest in the account passes to the surviving Owner(s) of the Account. )

Joint Account without right of survivorship ( On the Death of an Owner of the Account, The deceased owner\'s interest in the account passes as a part of The owner\'s estate by will, trust or intestacy. )

Association Managed Account (without rights of survivorship)

Field is required!

Joint Owner / Managed Account

This section is for either the joint owner or delegated organizational account

Joint Owner

Field is required!

Joint Owner / Managed Account Street

Street

Field is required!

Joint Owner / Managed Account City/State/Zip

City/State/Zip

Field is required!

Home Phone / Primary Organization Phone

Please enter your home phone or primary organization number

Home Phone

Field is required!

Work Phone

Field is required!

Cellular Phone

Cell Phone

Field is required!

SSN/TIN/EIN

Field is required!

Driver's Lic No.

Field is required!

Date

Select a date

Field is required!

For Organizations

Please upload a copy of your Power of Attorney document

Upload your documents...

Field is required!

For Organizations

Please upload a copy of your SCC filings or Articles of Organization

Upload your documents...

Field is required!

For Organizations

Additional Documentation (such as EIN documents)

Upload your documents...

Field is required!

For Organizations

Please enter your organization name

Organization Name

Field is required!

I am authorized to sign on behalf of the above organization

Field is required!

Joint Owner / Managed Account Holder 1st ID ( Driver's License )

Upload your documents...

Field is required!

Joint Owner / Managed Account Holder 2nd ID ( SSN Card or Work ID or Passport, or Current credit card or Debit card )

Upload your documents...

Field is required!

Primary Account Holder Please Sign Here *

I am the primary owner of this account

Field is required!

Name of Primary Account Holder*

Your Full Name

Field is required!

Date *

Select a date

Field is required!

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              <h4 class="modal-title">Disclosures and Important Information</h4>
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	<h4 style=" font-family: inherit;">  Check below to indicate the type of account(s) and type of credit for which you are appling. Married Applicants may apply for a separate account.</h4>
<h4 style=" font-family: inherit;">
1. You live in or the property pledge as collateral is located in a community property state (AK, AZ, CA, ID, LA, NM, NV, TX, WA, WI),  <br>
2. Your spouse will use the account, or  <br>
3. You are relying on your spouse’s income as a basis for repayment. If you are relying on income from alimony, child support, or separate maintenance, complete the Other section to the extent possible about the person on whose payments you are relying. Joint Credit: Each Applicant must individually complete the appropriate section below. If Co-Borrower is spouse of the Applicant, mark the Co-Applicant box. Guarantor: Complete the Other section if you are a guarantor on an account/loan. </h4>

Field is required!

* Please make sure your ID information is clear and readable. If not, we cannot process your application.

Field is required!

Primary Account Holder Upload Valid Driver's License *

Upload your documents... (Max File Size 10mb)

Field is required!

Primary Account Holder Upload 2nd ID - SSN Card Work ID, Debit Card, Credit Card, Passport. Voter's Card, Other Governmant ID *

Upload your documents... (Max File Size 10mb)

Field is required!

Read before click submit button*

Field is required!

Submit

Single Membership Application

Membership Application

Before you get started

You need to be eligible

You need two forms of ID

You need to deposit $10

Account Type

Member application and ownership information

Account Services

Payable On Death Designations (Optional)

Click on plus icon to add more

UTMA – Uniform Transfers to Minors Act account (Optional)

Parent/Legal Guardian 1 (For Minor Optional)

Parent/Legal Guardian 2 (For Minor Optional)

As Custodian(s) For Minor

UTMA Designation of Successor Parent/Legal Guardian (Optional)

Pursuant to the Virginia Uniform Transfers to Minors Act, I hereby designate successor parent/legal guardian(s) for all account listed in the "ACCOUNT TYPE" section. This designation shall take effect only upon my death, resignation, incapacity or removal

Deposit :

Name of Payee *

ACH Payments

1. A voided check or
2. Direct deposit form from other institutions or
3. Letter from your financial institution or
4. Bank Statement

Transfer from your Richmond Heritage Account

Cash deposit at Richmond Heritage Federal Credit Union

If you select cash deposit options, deposit needs to be in branch by 5 pm on due date

Go To Sharedbranching.org

You can click the Shared branch link or copy it into your browser to see a list of shared branches that you will be able to make deposit.

Designate ownership of the accounts and responsibility for the services requested

Single Membership Application

Membership Application

Before you get started

You need to be eligible

You need two forms of ID

You need to deposit $10

Account Type

Disclosures and Important Information

All of the terms, conditions, form of account selection and other information indicated on this card apply to all of the account listed unless the Credit Union is notified in writing of a change.

Member application and ownership information

Account Services

Payable On Death Designations (Optional)

Click on plus icon to add more

UTMA – Uniform Transfers to Minors Act account (Optional)

Parent/Legal Guardian 1 (For Minor Optional)

Parent/Legal Guardian 2 (For Minor Optional)

As Custodian(s) For Minor

UTMA Designation of Successor Parent/Legal Guardian (Optional)

Pursuant to the Virginia Uniform Transfers to Minors Act, I hereby designate successor parent/legal guardian(s) for all account listed in the "ACCOUNT TYPE" section. This designation shall take effect only upon my death, resignation, incapacity or removal

Deposit :

Name of Payee *

ACH Payments

1. A voided check or 2. Direct deposit form from other institutions or 3. Letter from your financial institution or 4. Bank Statement

Disclosures and Important Information

Transfer from your Richmond Heritage Account

Cash deposit at Richmond Heritage Federal Credit Union

If you select cash deposit options, deposit needs to be in branch by 5 pm on due date

Go To Sharedbranching.org

You can click the Shared branch link or copy it into your browser to see a list of shared branches that you will be able to make deposit.

Designate ownership of the accounts and responsibility for the services requested

Disclosures and Important Information

Check below to indicate the type of account(s) and type of credit for which you are appling. Married Applicants may apply for a separate account.

* Please check all the details entered before submitting

1. A voided check or
2. Direct deposit form from other institutions or
3. Letter from your financial institution or
4. Bank Statement