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Take the Challenge

Life is challenging and all of us at WCCU are here to help.
Please take the time to tell us what is important to your business, so we can help you achieve financial success!

(* Indicates a Required Field)

BUSINESS

* Name
* Date of Birth
/ / (mm/dd/yyyy)
* Partner Name
* Partner Date of Birth
/ / (mm/dd/yyyy)
* Date Business Established
/ / (mm/dd/yyyy)
* Best Way to Contact You

Preferred Branch



YOUR BUSINESS PRIORITIES

Rank the importance of the following items:

Reducing or refinancing business debt
Establishing emergency savings for off season
Increasing cash flow
Retirement planning
Purchasing/building/remodeling commercial real estate
Buying or refinancing commercial car/vehicle/equipment
Other

YOUR BUSINESS ACCOUNTS

Does the business currently


  If you own, your CRE value ($)

Tell us about your existing accounts:

Business Loan
Business Credit Card
Personal Credit Card
Business Auto Loan
Business Checking
Business Savings
401 K/B
IRA
Life Insurance
Personal Mortgage
Personal Home Equity
  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.

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Before clicking "Submit" you may want to print or save this form for your records.

   

 

Questions? Please contact Richard Smith, Senior Lending Officer at 401.596.7000 x2116 or email rsmith@westerlyccu.com today! (Please note: email is not secure. Do not include sensitive information.)

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