Forms

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)

Direct Deposit
Direct Deposit / Account Verification (PDF)
Altra Routing Numbers

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)

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)
W-4MNP, Minnesota Withholding Certificate (PDF)
IRA Beneficiary Designation (PDF)

Account Information
Checking Account Reconcilement Form (PDF)
Verification of Account (Online)

Consumer Loan
Loan Application (Online)

Credit Card
Credit Card Application (Online)

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

Miscellaneous
Deposit Slip (PDF)
Wire Transfer
IRS W-9 Form (PDF)
CCPA Parent/Legal Guardian Cover Sheet (PDF)
CCPA Limited Power of Attorney (PDF)

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