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Forms & Documents

Important Wescom Forms & Documents

Below are printable forms and documents that you may need as a Wescom member. You may also
complete some of these items in eBranch or through our mobile app.


Frequently Used Forms

Complete the form at your convenience and either return it to any one of our 24 Wescom branches or mail it to:

Wescom Credit Union, ATTN: Deposit Operations
P.O. Box 7058
Pasadena, CA 91109-7058

Change-of-Address RMD Scheduled Payment Election
Change of Name Roth IRA Contribution and Investment Selection
Checkbook Reconciliation Form Roth IRA Withdrawal Authorization
Direct Deposit Form Traditional IRA Contribution and Investment Selection
Joint Owner Designation Traditional IRA Withdrawal Authorization
Pay-on-Death Beneficiary Designation  

 


Account Guides

Club/Organization Guide Estate Account Guide
Conservatorship Account Guide Living Trust Account Guide
Coogan Account Guide Power of Attorney Account Guide
Deceased Account Guide UTMA Account Guide
Glossary of Fiduciary Terms

Resources&nbps;

Account Express Loan Check Teller#Phone Pocket Reference
Credit Card Agreement and Federal Truth-In-Lending Disclosures Agreement to Receive Disclosures Electronically
Incoming International Wire Instructions Wescom Schedule of Fees and Charges