Personal Forms
Find and complete the forms you need to manage your accounts, switch to BECU, apply for loans, and request other financial services. You can also view important disclosures, agreements and notices on this page.
Sign and Submit Online
Download, complete and sign the PDF, then bring it to any BECU location or mail it to us. You also have the option to schedule an appointment. We recommend using Adobe Acrobat Reader if you are filling out a PDF form electronically.
Add, Change, or Remove Code Word
Digital (eSign) or Print (PDF)
Authorization to Mail Credit / Debit Card to an Alternate Address
Digital (eSign) or Print (PDF)
Designate Beneficiaries
Digital (eSign) or Print (PDF)
Update Legal Name
Digital (eSign) or Print (PDF)
Update Personal Information
Digital (eSign) or Print (PDF)
Add or Remove Joint Account Holders
Digital (eSign) or Print (PDF)
Close Accounts Owned by Minors
Print (PDF)
Close Personal Accounts
Digital (eSign) or Print (PDF)
Manage NSF/Overdraft Linked Accounts Options
Digital (eSign) or Print (PDF)
Open a Certificate of Deposit (CD)
Digital (eSign) or Print (PDF)
Open Additional Personal Accounts
Digital (eSign) or Print (PDF)
Cancel ACH Transfer from External Account
Digital (eSign) or Print (PDF)
Cancel ACH Transfer To External Account
Digital (eSign) or Print (PDF)
Modify ACH Transfer from External Account
Digital (eSign) or Print (PDF)
Modify ACH Transfer To External Account
Digital (eSign) or Print (PDF)
Set Up ACH Transfer from External Account
Digital (eSign) or Print (PDF)
Set Up ACH Transfer To External Account
Digital (eSign) or Print (PDF)
Cancel Recurring Transfer Between BECU Deposit Accounts
Digital (eSign) or Print (PDF)
Modify Recurring Transfer Between BECU Deposit Accounts
Digital (esign) or Print (PDF)
Set Up Recurring Transfer Between BECU Deposit Accounts
Digital (eSign) or Print (PDF)
Third Party Web Access Transfer Authorization—Consumer Accounts
Digital (eSign) or Print (PDF)
Third Party Web Access Transfer Authorization—Business and Trust Accounts
Digital (eSign) or Print (PDF)
Incoming Wiring Instructions
Print (PDF)
Outgoing Wiring Instructions
Print (PDF)
BECU Deposit and Payment Slips
Print (PDF)
Cancel Stop Payment Request
Digital (eSign) or Print (PDF)
Federal Direct Deposit Form
Visit fiscal.treasury.gov/eft
Membership Enrollment Packet
Apply Online or Print (PDF)
Early Saver Account Membership Application
Apply Online or Print (PDF)
Zero Dividend Membership and New Account Application Packet
Print (PDF)
Blocked Account Application and Change Request Packet
Print (PDF)
Club Account Application and Change Request Packet
Print (PDF)
Estate Account Application and Change Request Packet
Print (PDF)
Conservatorship Account Application and Change Request Packet
Print (PDF)
Professional Conservatorship Account Application and Change Request Packet
Print (PDF)
Representative Payee Account Application and Change Request Packet
Print (PDF)
Trust Account Application and Change Request Packet
Print (PDF)
Uniform Transfer to Minors Act (UTMA) Account Application and Change Request Packet
Print (PDF)
Loans and Credit Application Packet
Print (PDF)
Attorney / Insurance Preference – South Carolina
Print (PDF)
BECU Cash Back Visa Program Rules, Terms and Conditions
Print (PDF)
Lending Rates and Related Disclosures—Credit Cards
Print (PDF)
BECU Points Visa Rewards Program Terms and Conditions
Print (PDF)
Loan Payment Protection—Credit Card
Print (PDF)
Visa Automatic Payment Form
Digital (eSign) or Print (PDF)
Visa Guide to Benefits
Print (PDF)
Loan Payment Protection—Consumer
Print (PDF)
Manage Autopay from a BECU Account
Digital (eSign) or Print (PDF)
Modify Loan Payment Date or Frequency
Digital (eSign) or Print (PDF)
Mortgage Loan Automatic Payment Authorization
Print (PDF)
Request to Suspend Collision Insurance
Digital (eSign) or Print (PDF)
Subordination Request Requirements Worksheet
Print (PDF)
Third Party Loan Information Authorization
Print (PDF)
Account Agreements Booklet
Print (PDF)
ACH Transfer End User Agreement
Print (PDF)
BECU Consumer Account Disclosure
Print (PDF)
BECU Credit and Security Agreement Booklet
Print (PDF)
BECU Envelopes Terms and Conditions
(Print (PDF)
BECU Money Manager Terms and Conditions and Money Desktop End User License Agreement
Print (PDF)
BECU Save-Up Terms and Conditions
Print (PDF)
BECU Website Terms of Use
Print (PDF)
Electronic Communications Disclosure and Consent
Print (PDF)
General Terms for BECU Funds Transfer Service
Print (PDF)
Important Terms of our Home Equity Line of Credit
Print (PDF)
Mobile Deposit Terms and Conditions
Print (PDF)
Terms and Conditions of BECU Online Deposits
Print (PDF)
Terms and Conditions of the Bill Payment Service Agreement and Disclosure
Print (PDF)
U.S. Consumer Privacy Notice
Print (PDF)
BECU Business Visa® with Cash Rewards Rules, Terms and Conditions
Print (PDF)
Mastercard Guide to Benefits
Print (PDF)
Fair Billing Rights and Annual Error Resolution Notice
Print (PDF)
NCUA Deposit Insurance Brochure
Print (PDF)
Patriot Act Notice
Print (PDF)
What You Should Know About Home Equity Lines of Credit
Print (PDF)
Add, Change, or Remove Code Word
Digital (eSign) or Print (PDF)
Affidavit of Forgery or Fraudulent Use
Print (PDF)
BECU Affidavit Addendum for Forged Endorsement Claims
Print (PDF)
Declaration of Lost, Stolen, or Destroyed Cashier's Check
Digital (eSign) or Print (PDF)
Fraud Protection Checklist
Print (PDF)
ID Theft Affidavit
Digital (eSign) or Print (PDF)
ID Theft Checklist
Print (PDF)
Written Statement of Unauthorized Debit (Consumer Accounts)
Digital (eSign) or Print (PDF)
Adult Beneficiary Request to Claim Funds
Digital (eSign) or Print (PDF)
Minor Beneficiary Request to Claim Funds
Digital (eSign) or Print (PDF)
Organization Beneficiary Request to Claim Funds
Digital (eSign) or Print (PDF)
Claim Funds of Deceased Account Holder
Digital (eSign) or Print (PDF)
Small Estate Settlement by Affidavit
Print (PDF)
IRA Beneficiary Disbursement Election
Digital (eSign) or Print (PDF)
IRA Beneficiary Disbursement Election-Organization
Digital (eSign) or Print (PDF)
Surviving Heirs Attestation
Digital (eSign) or Print (PDF)
Deceased Tax Owner Account Closure Request
Digital (eSign) or Print (PDF)
Request to Remove Decedent from Mortgage
Digital (eSign) or Print (PDF)
Authorization to Release Information to Attorney
Digital (eSign) or Print (PDF)
Authorization to Release Information to the Legal Representative of the Estate
Digital (eSign) or Print (PDF)
Deceased Member Documentation Request
Digital (eSign) or Print (PDF)
Trust Account Successor Trustee Certification and Account Closure Request
Print (PDF)
Business Member Media Release Agreement
Print (PDF)
Personal Media Release Agreement
Print (PDF)
Certificate of Power of Attorney
Print (PDF)
Certificate of Professional Organization and Professional Organization's Agent As Attorney-in-Fact Packet
Print (PDF)
Certificate of Trust
Print (PDF)
Financial Health Check Monthly Budget Worksheet
Print (PDF)
Personal Budget
Print (PDF)
Member Due Diligence Questionnaire
Digital (eSign) or Print (PDF)
Servicemember Civil Relief Act
Digital (eSign) or Print (PDF)
Successor in Interest Packet
Print (PDF)