Up
Down
Westerly Community Credit Union Go to main content
FacebookInstagramTwitter

Take the Challenge

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

Membership

Preferred Branch



Spouse/Partner
Child
Child
Child
Child

EMPLOYMENT

Employer
Position/Title
Length of Employment
Spouse/Other Employer
Yearly Household Income




PRIORITIES

Rank the importance of the following items:

Reducing or eliminating my debt
Establishing emergency savings
Saving or paying for college
Retirement planning
Purchasing/building/remodeling a home
Fixing or building your credit
Buying or refinancing a car/vehicle
Other major event or purchase

ACCOUNTS

Do you currently


  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