



Send this form to your previous financial institution to close your existing account(s) and transfer your balance to your Watermark Credit Union account.




Open-end Credit Plan Agreement/VISA Credit Card Agreement and Disclosure




If your employer offers direct deposit, complete this form and take it to your payroll department.


Move all your automatic payment withdrawals to your Watermark Credit Union account.

Print and use this form for mailing transactions or stopping by a branch.

Print and use this form to open a new Certificate.

Electronic Funds Transfer and Funds Availability


Instructions on how to complete the ACH Dispute Form.

Please complete this form if you believe that an ACH withdrawal has been made to your account improperly or without your knowledge.

Please complete this affidavit if you have experienced a forgery on your account by way of a check, teller withdrawal or forged loan papers.

Please complete this form if you are disputing an ATM deposit.

Complete this form when you are disputing a debit or credit card transaction.

Complete this form when you are reporting fraudulent use of your ATM, debit or credit card.

This form is to list out the transactions of fraudulent card use.

Complete this form when you believe that your PIN/access code has been compromised.