Membership Application

(*) indicates a required field

USA PATRIOT Act - Customer Identification Program Notification: Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account, in order to help the government fight the funding of terrorism and money laundering activities. What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you.

Referral Code

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I/We authorize OMSEFCU to open the following accounts:

Owner Information

Last Name(*)

Please enter your last name

First Name(*)

Please enter your first name

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Social Security Number(*)

Please enter your social security number

Address (Do not use P.O. Box)(*)

Please enter your address

City(*)

Please enter your city

State(*)

Please make a selection

Zip/Postal Code(*)

Please enter your zip code

Email(*)

Please enter a valid email address

Home Phone

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Cell Phone(*)

Please enter your cell phone number

Work Phone

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Ext. #

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Birthdate(*)

Please enter your date of birth

Mother's Maiden Name(*)

Please enter your mother's maiden name

Photo ID Type

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Expiration Date of ID(*)

Please enter the month and year only

Issue Date of ID(*)

Please enter the month and year only

ID #(*)

Please enter your ID number

State of Issuance

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Owner Employment Info

Occupation(*)

Please enter your occupation

Employer Address

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Employed By(*)

Please enter your employer's name

Eligibility

How Are You Eligible For Membership?

Lives, works, worships, or attends school in San Bernardino County

A Family Member

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Please enter the name and zip code of where you work, worship or attend school.

Name

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Zip Code

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If a family member, please tell us the name of the member and their relation to you:

Name of Member

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Relationship

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Will you be adding a Joint Membership?(*)

Yes

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Joint Owner Information

Last Name

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First Name

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Social Security Number

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Address (Do not use P.O. Box)

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City

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State

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Zip/Postal Code

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Please enter a valid email address

Home Phone

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Cell Phone

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Work Phone

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Ext. #

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Birthdate

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Photo ID Type

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Issue Date of ID

Please enter the month and year only

ID #

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Expiration Date of ID

Please enter the month and year only

State of Issuance

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Joint Employment Info

Occupation(*)

Please enter your occupation

Employed By(*)

Employer Address

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Will you like to add a second Joint Membership?(*)

Yes

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Second Joint Owner Information

Last Name

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First Name

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Social Security Number

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Address (Do not use P.O. Box)

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City

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State

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Zip/Postal Code

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Please enter a valid email address

Home Phone

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Cell Phone

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Work Phone

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Ext. #

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Birthdate

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Photo ID Type

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Issue Date of ID

Please enter the month and year only

ID #

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Expiration Date of ID

Please enter the month and year only

State of Issuance

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Second Joint Employment Info

Occupation(*)

Please enter your occupation

Employed By(*)

Employer Address

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Beneficiaries

Upon death of the last surviving account holder, the balance in this account shall be paid to:

Beneficiary Name

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Phone Number

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Date of Birth

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Address

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City

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State

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Zip/Postal Code

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Beneficiary Name

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Phone Number

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Date of Birth

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Address

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City

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State

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Zip/Postal Code

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If you would like to add additional beneficiaries, please contact the credit union at (909) 983-1959, Option 2.

Tell me how OMSEFCU can:

Help me save money on my existing auto loan with another lender

Help me save money on refinancing my current mortgage

Help me lower my credit card payments and/or interest rate

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Text Message Opt-In

You agree that Ontario Montclair School Employees Federal Credit Union may from time to time make calls and/or send text messages to you at any telephone number associated with your current or future account(s), including wireless telephone numbers that could result in charges to you. The manner in which these calls or text messages are made to you may include, but is not limited to, the use of prerecorded/artificial voice messages and/or automatic telephone dialing system. You further agree that OMSEFCU may send e-mails to you at any e-mail address you provide us or use other electronic means of communication to the extent permitted by law. Consent to these terms is not a condition of purchase. Consent may be revoked at any time and by any reasonable means.

You must agree to the Disclosure Agreement

Electronic Submission

Being within the field of membership, I/we hereby apply for membership at Ontario-Montclair School Employees Federal Credit Union and agree to conform to its bylaws and amendments thereto; subscribe for at least one share; and agree to the conditions printed in this form. By clicking submit below, I/we agree to be bound by the OMSEFCU's bylaws, and all rules, regulations, terms and conditions governing this account, and all amendments thereto which may be in effect from time to time. A Membership Disclosure information brochure will be provided to me/us. Ontario-Montclair School Employees Federal Credit Union is hereby authorized to recognize any of the signatures subscribed hereto in the payment of funds or the transaction of any business for this account. I/We authorize you to obtain information about me/us from credit reporting sources, and report my/our experience with this account to credit bureaus and others who may inquire about my/our experience with this account. You may also request or use subsequent consumer reports in connection with a review, update, renewal or extension of my/our accounts without additional notice to me/us.

Apply for Membership

Owner Information

Owner Employment Info

Eligibility

Joint Owner Information

Joint Employment Info

Second Joint Owner Information

Second Joint Employment Info

Beneficiaries

Tell me how OMSEFCU can:

Electronic Submission