Documents and Forms

This form is to convert all Apple FCU accounts (excluding IRA’s) held by the member to a Trust. Learn more here.

Instructions

1. Complete the form by listing the Trustee(s).
2. Have the Trustee(s) sign the form.
3. Submit the form along with the required documents to: Apple FCU, Estate Specialist, PO Box 1200 Fairfax, VA 22038.

This form is for the addition of authorized persons to an Apple FCU Visa Credit Card account.

Instructions

1. Complete the form
2. Include signatures of all cardholders of the account on record.
3. Fax, mail or bring the form into an Apple FCU branch.

This form is for those members wishing to add a person to a joint account share savings or checking account.

Instructions

1. Complete the form for each account you wish to modify.
2. Have all owners sign the form for each account.
3. Mail in this form to the address at the top of the form with a copy of the drivers license, state ID card showing the correct address.

This form is for a change of address to accounts at Apple Federal Credit Union.

Instructions

1. Complete the form, making sure to check all accounts that the address change is to affect.
2. Attach a copy of your valid state photo identification reflecting the new address.
3. Sign and bring this form to any Apple FCU branch.

This form is to change your name on accounts at Apple Federal Credit Union.

Instructions

1. Complete the form, making sure to check all accounts that the name change is to affect.
2. Attach a copy of your valid state Drivers license or State ID card reflecting the new name.
3. Sign and bring the form to any Apple FCU branch.

This form is for the creation of a new death beneficiary for all Apple FCU accounts held by the applicant. Learn more here.

Instructions

1. Complete the form listing all beneficiaries.
2. Include a copy of your photo ID.
3. Submit the original form to:
    Apple FCU, Estate Specialist, PO Box 1200, Fairfax, VA 22038

This form is to add a Power of Attorney (POA) for all Apple Federal Credit Union accounts held by the member. Learn more here.

Instructions

1. Complete the form listing the authorized representative.
2. Sign the form with a notary public present.
3. Submit the notarized form to the address listed at the top of the form.

To set up or discontinue payments from your Apple checking or savings account to your Apple Visa Credit Card.

Instructions

1. Choose which automatic payment option you would like from minimum payment, payment in full or a set amount.
2. Choose from checking or savings.
3. Sign form and return to Apple FCU by fax, mail or bring to an Apple FCU branch

This form must be completed for reporting unauthorized check activity except for checks converted to ACH. Please complete ACH affidavit if check was converted to ACH.

Instructions

1. Please read and complete the form in its entirety.
2. Form must be notarized except for unauthorized remotely created paper check.
3. Fax, mail or drop off the form at any Apple FCU branch.

This form is for use of disputing ATM transactions in which the funds did not dispense or deposit as requested.

Instructions

1. Complete the form in its entirety, attaching any pertinent documentation that will back your claim. Include all details.
2. Email, Fax or mail the form IMMEDIATELY to the Card Services Department at Apple Federal Credit Union.

This form is for use in disputes in external transfers completed within the Mobile App or Online Banking.

Instructions

1. Complete the form in its entirety
2. Mail or bring the form to an Apple FCU branch.

This form is for disputing an unauthorized ACH withdrawal on your account.

Instructions

1. Complete the form in its entirety.
2. Locate your ACH number under account details in Home Banking.
3. Fax or mail to the address at the top of the form.

Prepare your deposit, withdrawals and/or transfers before visiting the drive-thru to expedite service. One form/visit.

Instructions

1. Print page of three Drive-thru Slips.
2. Complete slip(s) before visiting branch.
3. Provide at the drive-thru window.

This form is for deposits and payments to your Apple savings, checking, loans or money market accounts.

Instructions

1. Complete the form where applicable.
2. Print off a copy for your deposit.
3. Mail in to address on form.

To educate members on their rights and responsibilities when using the ODP feature of their account.

Instructions

1. Complete the form in its entirety.
2. Sign and date the form.
3. Mail to the address or fax to the number listed at the top of the form.

This form is to be used to voluntarily opt out of Apple’s overdraft privilege. By opting out you agree to do so for a minimum of one year and must put any request to have the privilege reinstated in writing. Overdraft privilege opt out covers all overdraft transactions including checks, ACH, automated electronic debits, and debit card transactions.

Instructions

1. Complete the form in its entirety.
2. Sign and date the form
3. Fax to the number at the top of the form or mail to the address below.

To educate members on their rights and responsibilities with a Apple Federal Credit Union Account(s).

To provide members a copy of Apple Federal Credit Union Bylaws

To educate members on their rights and responsibilities when using mobile deposit service.

To inform members on a one time withdrawal without penalty for certificate accounts.

The terms and conditions of use for Online and Mobile Banking.

To educate members on the balance requirements, deposits, penalties and maturity of the Starter Certificate.

To educate members on the rates and rights of their credit card account.