Forms

Below are links to PDF forms. You cannot save these files once all fields have been filled in. Please print a copy to retain for your records.

Account Switch Kit:

Switching is easier at Bethpage. We know that switching your checking account from another financial institution can be time consuming, so we've put together this Switch Kit to make it as easy as possible.

Just follow these simple guidelines and complete the attached forms:

• Switch Your Direct Deposit
• Switch Your Automatic Payments
• Close Your Old Account

Member Forms:

Once you have an account at Bethpage, you may experience some life changes – getting married, moving, etc. – that will require you to make some changes to your account. Download, fill out and mail or fax in the forms you need:

• Membership Signature Card
• Membership Signature Card (Youth)
• Custodial Signature Card
• Custodian Transfer Funds to Minor (NYUTMA)
• Courtesy Pay Opt-in Form
• Change of Name Form
• Credit Card Authorized User Request Form
• Voluntary Removal of Joint Owner
• Fee Schedule

• Tarjeta De Firma De Bethpage
• Pago de Sobregiro

Loan Forms

Want to make direct payments to your loan? Download and complete the following form.

• Automatic Loan Payment - (for Auto, RV, Unsecured)
• Automatic Loan Payment - (for Home Equity, Mortgage)

Need to access your Home Equity Line of Credit? No problem! Download, fill out and fax or mail to the contact provided:

• Home Equity Line of Credit Advance

Want to make sure you keep that great mortgage rate you qualify for? Download and fill out the Rate Lock form below and fax or email it to your mortgage loan officer, Monday through Friday, 11:00am - 5:00pm. Not sure of your loan officers contact info, click here to see a listing of the mortgage team.

• Mortgage Rate Lock-In

IRA Forms

Need to make a contribution to your IRA Account? Download, fill out and mail the form to the following address:

Bethpage Federal Credit Union
Operations Center - IRA
P.O. Box 2069
Glen Burnie, MD 21060

If you need a different form or have any questions, please call 800-628-7070 and additional forms will be sent to you.

• IRA Contribution or Investment

Trust Forms:

In order to open a Trust Account with Bethpage, the forms and documents below are required. Download the required forms, fill it out and bring it in to your local Bethpage branch.

• Copy of valid photo identification
• Trust document or Affidavit of Trust - including Successor Trustee(s)

• Signature Card – completed and signed by all Trustee(s)
• Trustee Affidavit – completed and signed by all Trustee(s) and notarized

Power of Attorney Forms:

In order to establish a Power of Attorney with Bethpage, the forms and documents below are required. Download the required forms, fill it out and bring it in to your local Bethpage branch.

• Copy of valid photo identification for person(s) being appointed as agent(s)

• NYS Power of Attorney and Gift Rider
• Power of Attorney Agent Information Form
• Affidavit Power of Attorney is in Full Force

Deceased Forms:

Please accept our condolences on your loss. This guide will help you get started.

Below is a list of documents that may be applicable - please contact us at 800-628-7070 to inform us of the death so we can provide the applicable person(s) with a more specific list of required documents.

• Death Certificate with raised seal or certified copy (photocopies not valid)
• Copy of your valid photo identification
• Certificate of Letters of Testamentary or Administration – bearing seal from Surrogates Court (or similar Court) – dated within 6 months

• Deceased Withdrawal Transfer Form
• Affidavit in Support of Repayment of Deposits of Deceased Person
• Signature Card if you wish to open an Estate account or update/add beneficiaries or owners

 

Miscellaneous Forms

Concerned about unknown charges on your Bethpage Mastercard Debit card? Looking to process a stop payment? Is there a charge you are disputing? Download, fill out and mail the form in to the contact provided:

• Mastercard Dispute Form
• Mastercard Fraud Form
• Stop Payment of Official Check
• ACH Written Statement of Unauthorized Debit
• Consumer Affidavit of Fraud
• Fraud Affidavit of Claimant

Business Forms:

For the busy business owner, the forms below provide access to the accounts and services you use most. Download the required form, fill it out and bring it in to your local Bethpage branch.

• Line of Credit / Credit Card Application
• Payroll Processing Merchant Card Processing Request

Promotion Forms:

It pays to have friends! Refer a friend or family member to Bethpage today and when they open a new Bonus Checking account, you’ll receive $25! Just download this form, have your friend fill it out and bring it in to any branch when they open their account.

• Refer a Friend