Forms & Applications

Applications

• Join CEFCU
1. Instructions
2. Online or Printed Application (PDF, 238 KB)
• Apply for a Home Loan
• Apply for a Loan or Credit Card

• Apply for a Student Loan

Forms

Checking & Savings

• Certificate Request (PDF, 660 KB)
• IRA/CESA Contribution Form
  1. Through your Online Banking Account
     Log into your CEFCU On-Line or Mobile Banking account, click your IRA or IRA Certificate Account Tile on the home screen, then navigate to Details & Settings.
  2. Printed Contribution Form
• Overdraft Transfer Plan Request and Designation (PDF, 114 KB)

Mortgages

• Construction Loan Interview Checklist (PDF, 653 KB)
• Contractor's Verified Statement (PDF, 2.67 MB)
• Escrow
  • Open
  • Close
• Final Lien Waiver (PDF, 863 KB)
• Final Lien Waiver Affidavit (PDF, 835 KB)
• Home Loan Application Checklist (PDF, 210 KB)
• Home Shopping Checklist (PDF, 328 KB )
• Insurance Check Checklist (PDF 207 KB)
• Lost Documentation Source List (PDF, 138 KB)
• Mortgage Payoff Statement Request (PDF, 203 KB)
• Mortgage Transfer Form for Primary Member (PDF, 1.09 MB)
• Mortgage Transfer Form for Primary and Joint Members (PDF, 1.09 MB)
• Owner's Sworn Statement - Acting as Own General Contractor (OSS) (PDF, 528 KB)
• Owner's Sworn Statement - Allowances (PDF, 1.03 MB)
• Partial Lien Waiver (PDF, 819 KB)
• Partial Lien Waiver Affidavit (PDF, 876 KB)
• Real Estate Insurance Check

Loans

• Credit Card Balance Transfer Form (PDF, 212 KB)
• Private Purchase Order (PDF, 643 KB)
• Vehicle Loan Checklist — Buying from Individual (PDF, 179 KB)
• Vehicle Loan Checklist — Buying from Dealer (PDF, 162 KB)
• Vehicle Loan Checklist — Refinancing from Lender (PDF, 169 KB)

Miscellaneous

• Medallion Checklist (PDF, 73 KB)

Online Services

• CEFCU On-Line® Signup