Forms and Agreements
Access our easy-to-use guides, videos, forms, and other resources to quickly service your accounts. If you don’t see what you need or require additional assistance, please contact us.
Consumer Forms
General
- Change Your Contact Information — (also available inside Online Banking under My Profile)
- Application for Services — Apply for any product or service
- Autopayment Authorization — Request a debit from another financial institution and a credit to your credit union account (not applicable to credit cards)
- Direct Deposit/Payroll Deduction — Set up direct deposit of payroll checks
- Payroll Distribution Cancellation
Credit Card
- Credit Card Maintenance Form — Add or remove authorized users, request credit limit change (share secured credit cards only), or close account
- Balance Transfer — Available inside Online Banking under Credit Cards ➤ Process Balance Transfer
- Credit Card Dispute Notification — Available inside Online Banking under Credit Cards ➤ Dispute Transactions
Checking
- Convert to a Different Checking Account Type — Available inside Online Banking under Manage Accounts ➤ Change Checking Account
- Debit Card Dispute — File a debit card or HELOC card dispute. Signature required
- Regulation E opt-in — Authorize and pay overdrafts on ATM and everyday debit card transactions
Loans
- Payment Protection — How to File a Claim
- HELOC Visa® Card Dispute — Signature required
- Home Insurance Claims Process Packet
- Real Estate Successor In Interest Checklist
- Vehicle Purchase and Refinance FAQ — Guide for documentation needed for auto loans
Wire
Business Forms
- Loans, Credit Card & Account Inquiry — Talk with a Redstone Team Member about your business needs
- Outgoing Wire Transfer Instructions for Businesses
- Business Credit Card Dispute — Available inside Online Banking under Additional Services ➤ Credit Card Info
- Debit Card Dispute Notification — File a debit card dispute. Signature required.