Print Share Life is a challenge and all of us at WCCU are here to help. Please take the time to tell us what is important to you, so we can help you achieve financial success! (* Indicates a Required Field) PERSONAL * Name * Date of Birth / / (mm/dd/yyyy) * Best Way to Contact You Phone Email Membership Member New Member Preferred Branch 122 Granite Street - Westerly RI 244 Post Road - Westerly RI 64 Kingstown Road - Wyoming RI 4979 Tower Hill Rd. - Wakefield RI Spouse/Partner Child Child Child Child EMPLOYMENT Employer Position/Title Length of Employment Spouse/Other Employer Yearly Household Income Under $30K $30K - $60K $60K - $100K $100K - $150K over $150K PRIORITIES Rank the importance of the following items: Reducing or eliminating my debt -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Establishing emergency savings -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Saving or paying for college -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Retirement planning -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Purchasing/building/remodeling a home -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Fixing or building your credit -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Buying or refinancing a car/vehicle -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) Other major event or purchase -- Please Choose -- 1 (Low) 2 3 (Medium) 4 5 (High) ACCOUNTS Do you currently Rent Own Other If I own, value ($) I/We currently have the following accounts: Mortgage Home Equity Auto Loan Checking Savings IRAs 401 K/B Pension Life Insurance CDs Money Market Optional Comments By clicking submit, you authorize us to check financial information data, which may include the Credit Union obtaining a credit report or credit score from any consumer reporting agency to verify your eligibility for any accounts and services we offer or you may request. After submitting this form, you will be contacted within 24 hours by a Financial Services Representative. Questions? Please contact us today! Security Code What's this? Before clicking "Submit" you may want to print or save this form for your records. Go to main navigation
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