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Personal Forms
Applications
- Join CEFCU
- Instructions
- Online or Printed Application (PDF, 238 KB)
- Apply for a Home Loan
- Apply for a Loan or Credit Card
Forms
Checking & Savings
- Certificate Request (PDF, 660 KB)
- IRA/CESA Contribution Form
- Through your Online Banking Account
Log into your CEFCU On-Line or Mobile Banking account, click your IRA or IRA Certificate Account Tile on the home screen, then navigate to Details & Settings. - Printed Contribution Form
- Through your Online Banking Account
- Overdraft Transfer Plan Request and Designation (PDF, 114 KB)
Mortgages
- Construction Loan Interview Checklist (PDF, 653 KB)
- Contractor's Verified Statement (PDF, 2.67 MB)
- Escrow
- Final Lien Waiver (PDF, 863 KB)
- Final Lien Waiver Affidavit (PDF, 835 KB)
- Home Loan Application Checklist (PDF, 210 KB)
- Home Shopping Checklist (PDF, 328 KB )
- Insurance Check Checklist (PDF 207 KB)
- Lost Documentation Source List (PDF, 138 KB)
- Mortgage Payoff Statement Request (PDF, 203 KB)
- Mortgage Transfer Form for Primary Member (PDF, 1.09 MB)
- Mortgage Transfer Form for Primary and Joint Members (PDF, 1.09 MB)
- Owner's Sworn Statement - Acting as Own General Contractor (OSS) (PDF, 528 KB)
- Owner's Sworn Statement - Allowances (PDF, 1.03 MB)
- Partial Lien Waiver (PDF, 819 KB)
- Partial Lien Waiver Affidavit (PDF, 876 KB)
- Real Estate Insurance Check
Loans
- Credit Card Balance Transfer Form (PDF, 212 KB)
- Private Purchase Order (PDF, 643 KB)
- Vehicle Loan Checklist — Buying from Individual (PDF, 179 KB)
- Vehicle Loan Checklist — Buying from Dealer (PDF, 162 KB)
- Vehicle Loan Checklist — Refinancing from Lender (PDF, 169 KB)
Miscellaneous
- Medallion Checklist (PDF, 73 KB)