Transaction slips 2026

1. Click ‘Get Form’ to open the transaction slip in the editor.
2. Begin by selecting the type of transaction you wish to perform: Deposit, Withdrawal, or Transfer. Check the appropriate box.
3. For deposits, list any checks individually under 'List Checks Singly' and specify if it’s a loan payment.
4. Fill in your name and member number in the designated fields to ensure proper identification.
5. Indicate where you want to deposit funds by filling out the amounts for Savings, Checking, or Other accounts as applicable.
6. If making a withdrawal, specify the amount from each account type listed.
7. For loan payments, enter the amounts for Credit Card, Mortgage, Line of Credit, or Other as needed.
8. Use the 'Special Instructions' section for any additional notes regarding your transaction.
9. Finally, sign in the signature field to authorize your transaction and review all entries before submission.

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