Get the free Shared Branching Update

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How to fill out shared branching update

How to fill out shared branching update:

1. Start by obtaining the shared branching update form from your credit union or financial institution. This form is typically available online or at the branch.
2. Begin filling out the form by providing your personal information, including your name, address, and contact details. Make sure to double-check the accuracy of this information before proceeding.
3. Next, indicate your account number or any other relevant identification number that the credit union may require for processing the update.
4. If you have multiple accounts or services with the credit union, specify which account or service you would like to update through shared branching.
5. In the form, clearly state the changes or updates you wish to make. This can include updating your contact information, adding or removing joint account holders, or modifying account settings.
6. If you are adding or removing joint account holders, ensure that all necessary signatures and documentation are provided as per the credit union's requirements. This may involve obtaining signatures from both parties or providing legal documentation, such as a marriage certificate or divorce decree.
7. Review the completed form carefully to ensure all the information is accurate and complete. Make any necessary corrections or additions before submitting the form.
8. Finally, submit the filled-out shared branching update form to your credit union. You can typically do this by visiting the branch in person, mailing it to the provided address, or submitting it electronically through the credit union's online banking platform.

Who needs shared branching update?

1. Individuals who have recently moved and need to update their contact information with their credit union.
2. People who want to add or remove joint account holders from their existing accounts.
3. Customers who wish to make changes to their account settings or preferences, such as updating their communication preferences or adding features like overdraft protection.
4. Individuals who have undergone a legal name change due to marriage, divorce, or any other reason and need to update their account information accordingly.
5. Customers who want to update their beneficiaries or add a new beneficiary to their accounts.
6. Members who have discovered errors or discrepancies in their account information and need to rectify them.
7. Individuals who have recently opened new accounts or services and need to include them in the shared branching network.

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What is shared branching update?

Shared branching update is a process by which credit unions inform the shared branching network about any changes or updates to their branch locations, services, or other information.

Who is required to file shared branching update?

All credit unions that participate in the shared branching network are required to file shared branching update.

How to fill out shared branching update?

Credit unions can fill out shared branching update online through the shared branching network's portal or platform.

What is the purpose of shared branching update?

The purpose of shared branching update is to ensure that the shared branching network has accurate and up-to-date information about all participating credit unions and their branch locations.

What information must be reported on shared branching update?

Credit unions must report any changes to their branch locations, hours of operation, services offered, or other relevant information on shared branching update.