Altra Forms

PLEASE NOTE: A copy of your ID will be required for any maintenance requests received electronically.

Membership

Account Change Form (PDF)
Membership Checklist (PDF)
Account Designation (PDF)
Personal Financial Statement (PDF)
Membership Eligibility
Living Trust Account Checklist (PDF)
Living Trust Agreement Form (PDF)

Account Information

Membership and Account Agreement (PDF)
Electronic Funds Transfer (EFT) Agreement (PDF)
Truth-In-Savings Disclosure (PDF)
Truth-In-Savings Disclosure for Transaction Accounts (PDF)
Checking Account Reconcilement Form (PDF)

Estate Planning

Beneficiary Designation (PDF)
Checklist for Estate Planning (PDF)
Member Guide to Account Settlement (PDF)
Checklist for Account & Estate Settlement (PDF)
Beneficiary/Joint Ownership Quick Guide (PDF)
Your Legacy: Family Discussion Guide (PDF)

Direct Deposit

Direct Deposit / Account Verification (PDF)
Altra Routing Numbers

Consumer Loan

Loan Application (Online)
Loan application (PDF)
Payoff & Authorization Release (PDF)
Personal Financial Statement (PDF)
Title & Lien Recording Process Guide (PDF)
Proof of Insurance Letter (PDF)

Credit Card

Credit Card Application (Online)
Credit Card Application (PDF)
Credit Card Balance Transfer Instructions (PDF)
Credit Card Balance Transfer Request (PDF)
Credit/Debit Card Cash Advance (PDF)
Credit Card Change Request (PDF)
Automatic Credit Card Payment Authorization/Cancellation (PDF)
Credit Card Payment Protection

Traditional & Roth IRA

Roth IRA Application (PDF)
Roth IRA Contribution (PDF)
Roth IRA Withdrawal (PDF)
Traditional IRA Application (PDF)
Traditional IRA Contribution (PDF)
Traditional IRA Withdrawal (PDF)
State Withholding – WI, MN (PDF)
IRA Beneficiary Designation (PDF)

Business Services

Business Account Checklist (PDF)
Business Account Card (PDF)
Business Authorization Designation (PDF)
Business Credit Card Application (PDF)
Business Loan Application (PDF)
Express Business Loan Application (DOC)
Personal Financial Statement (XLS)

ALL Important Business Forms and Applications

User Guides

Online Banking User Guide (PDF)
Automated Phone Banking User Guide (PDF)

Miscellaneous

Deposit Slip (PDF)
Wire Transfer
IRS W-9 Form (PDF)