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MEMBERSHIP AND ACCOUNT AGREEMENT 503.239.5336 800.982.2974 www.OregoniansCU.com NCAA Your savings federally insured to $250,000 by National Credit Union Administration, a U.S. Government agency. MEMBERSHIP

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How to fill out membership and account agreement

How to fill out membership and account agreement:

01

Read the agreement thoroughly: Start by carefully reading the membership and account agreement. Understand the terms and conditions, fees, and any other important information mentioned in the document.

02

Provide personal and contact information: Fill in your personal details, including your name, address, phone number, and email address. Make sure all the information provided is accurate and up to date.

03

Choose the type of account: If there are different types of accounts offered, select the one that suits your needs. Consider factors such as account features, fees, and any specific requirements.

04

Signature and date: Sign and date the agreement as required. This validates your acceptance of the terms and conditions outlined in the agreement. Ensure that the signature matches the name provided in the personal information section.

05

Submitting the agreement: Submit the completed agreement according to the instructions provided. This may involve mailing it back, uploading it online, or delivering it in person to the relevant institution.

Who needs membership and account agreement:

01

Individuals opening a new bank account: Whether it's a personal checking account or a business account, individuals need to fill out a membership and account agreement to become a member of their chosen financial institution.

02

Joining a professional association: Many professional associations require individuals to sign a membership and account agreement to become members. This agreement outlines the rights, responsibilities, and obligations of being a member.

03

Applying for a membership-based organization: Organizations such as gyms, clubs, or community centers often require individuals to complete a membership and account agreement when joining. This helps to establish the terms of membership and ensures that both parties understand their obligations.

Overall, anyone who wants to become a member of a specific institution or organization and wishes to open an account will likely need to fill out a membership and account agreement.

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What is membership and account agreement?

Membership and account agreement is a document that outlines the terms and conditions of membership, including account opening and maintenance requirements.

Who is required to file membership and account agreement?

Financial institutions and credit unions are required to file membership and account agreement for their members.

How to fill out membership and account agreement?

Membership and account agreement can be filled out by providing all necessary information requested in the document and signing where required.

What is the purpose of membership and account agreement?

The purpose of membership and account agreement is to establish the rights and responsibilities of both the financial institution and the member.

What information must be reported on membership and account agreement?

Membership and account agreement typically require information such as personal details, contact information, account type, and signature.

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