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BUSINESS MEMBERSHIP AND ACCOUNT AGREEMENT

BUSINESS MEMBERSHIP AND ACCOUNT AGREEMENT 2025

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The Business Membership and Account Agreement outlines the terms and conditions governing accounts held by businesses or organizations with a credit union. It details membership eligibility, account access, authorized persons, transaction limitations, fees, overdrafts, and legal processes. The agreement emphasizes the responsibilities of both the account owner and the credit union regarding account management, fund transfers, and compliance with applicable laws. It also addresses issues such as account termination, inactive accounts, and reporting to credit bureaus.

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Click ‘Get Form’ to open the BUSINESS MEMBERSHIP AND ACCOUNT AGREEMENT in the editor.
Begin by filling out the 'Account Owner' section, ensuring you provide accurate business details as this identifies your organization.
In the 'Membership Eligibility' section, confirm that you meet all requirements and authorize any necessary background checks for verification.
Designate 'Authorized Persons' who will manage the account. Clearly list their names and roles to ensure proper access and authority.
Review the 'Account Access' options. Specify how funds can be accessed and ensure all authorized individuals understand their responsibilities.
Complete sections regarding deposits, electronic funds transfers, and transaction limitations. Make sure to follow guidelines for endorsements and payment orders.
Finally, review all information for accuracy before signing. Utilize our platform’s features to save or share the completed agreement as needed.

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