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:
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:
Want to make direct payments to your loan? Download and complete the following form.
Need to access your Home Equity Line of Credit? No problem! Download, fill out and fax or mail to the contact provided:
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.
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.
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)
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)
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
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:
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.
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.