Forms

binders

Although you can find links to our forms in the appropriate place throughout this web site, we have also gathered them together in this one place for the convenience of those who know their way around. We’ve tried to organise the links in logical groups and in the order of most use. To download a form, just click on the link. Then print it out, fill it in and get it to us.

Please don’t send the form as an email attachment as we need original signatures on the form and, as email is an insecure communication medium and many of the forms contain sensitive information, could lead to data protection issues.

Form Used For
Request for Alternative Cash Withdrawal MethodDuring the Coronavirus (COVID-19) lock-down, if we are forced to close the Frankfort Gate office, notify us if you have no bank account, prepaid card or someone you can trust to get cash withdrawn from your account.
Adult Membership Application Apply for Adult Membership of the credit union, see this page for full details.
Change of Personal DetailsUse this form if your name, address, mobile, landline or email change.
Standing OrderUsed to set up a Standing Order to make regular payments into your Savings (Share) Account. After you’ve filled in the form, don’t forget to send it to us for processing, not direct to your bank. See this page for full details.
Adult Share WithdrawalUsed to withdraw some or all of your savings from your Adult Savings Account. See this page for full details.
Loan Application Used to apply for a Loan. This applied to all loan types, except for a Fully Secured Loan. See this page for full details.
Family Budgeting Loan – Preliminary ApplicationUsed to apply for a Family Budgeting Loan. This is a short form, we will get in touch after receipt to sort out the details. See this page for full details.
Fully Secured Loan Application Used to apply for a loan which is fully secured with your savings. See this page for full details.
Beneficiary FormAppoint someone who will receive up to £5,000 from your savings account(s) on your death. Any surplus above £5,000 will go the the executor of your estate. See this page, near the bottom, for full details.
Proxy FormAppoint someone to carry out transactions on your account on your behalf. Useful if you are taken ill and cannot attend a Service Point. See this page, near the bottom, for full details.
Budget (Jam Jar) Payment InstructionForm to apply to us to make a payment on your behalf to cover regular bills such as rent, mortgage, utility bills, etc. See this page for full details.
Junior Saver Application Apply to become a credit union Junior Saver. See this page for full details.
Junior Saver Withdrawal Used to withdraw some or all of savings from a Junior Savings Account. See this page for full details.
Christmas Savings Account ApplicationUsed to open a Christmas Savings Account. You must have an Adult Membership open before you can apply for a Christmas Club Account. See this page for full details.
Local Housing Landlord RegistrationUsed by a Landlord to register to join the credit union’s Rent Direct scheme.
Local Housing AuthorisationUsed by you to authorise the credit union to pay your rent direct to your Landlord from your Housing Benefit as part of the Rent Direct scheme.
Adult Membership Application for Payroll Deduction SchemeApply for membership of the Payroll Deduction scheme. Your company must also be a member of the scheme before you can make use of this service, see this page for full details.
Deduction Authorisation for Payroll Deduction SchemeAuthorisation for your company to make deductions from your salary to be paid directly to the credit union. See this page for full details.
Corporate Membership ApplicationUsed by a limited or unincorporated company, a partnership, a club, a charity (and many others) to become members of the credit union. See this page for full details.
Corporate Member Share WithdrawalUsed by corporate members to withdraw shares from their savings account(s). See this page for full details.