Forms

It only takes a few minutes to get the ball rolling

Our simple forms can speed up your service requests

No one loves paperwork. But sometimes filling out a user-friendly form is the quickest way to connect with us. Tell us which services you need and we can start working on your request right away. To download a form, just click on the appropriate link:

Digital Forms:

Application for Mortgage Relief: COVID-19

Have an Existing Mortgage with Excite and impacted by COVID-19? You may be eligible for payment relief. To determine eligibility for Mortgage Payment relief, please submit an application signed by all borrowers. Due to high volume, please allow 15 days for processing.

Change of Information

This form can be used for the following:

  • Name, address, phone and email changes
  • Employment information changes
  • Beneficiary information changes
  • Joint owner and trust changes
  • To add an additional account
  • To close an account

Skip-A-Payment

Need a break from your vehicle or personal loan payments? Complete the Skip A Payment form to apply. Please allow 5-7 business days to process your request. Due to COVID-19, we are experiencing a higher than normal number of requests. We appreciate your patience.

Automatic Loan Payment Set-Up

Do you make your loan payments from another financial institution?  Save yourself some time by using this form to set up an automatic payment.

Due Date Change Request

Change the due date on your personal or vehicle loan.  Your first loan payment must be made before the date is changed.  Please allow 3 - 5 business days for your request to be processed.

Stop Payment Form

Use this form to request a stop payment on a check you’ve written or an ACH debit you’ve authorized. 

Credit Card Authorized User Changes

You can share your account with another trusted person. When you list someone as an authorized user, they will receive their own card and will have full access to your account.

Physical PDF Forms:

Courtesy Coverage Overdraft Protection

Don’t be embarrassed by a declined transaction.  Fill out this form if you would like us to authorize and pay overdrafts on ATM and everyday debit card transactions.

Direct Deposit

Avoid standing in line and get earlier access to your payroll.  Complete this form and submit to your payroll department to have your paycheck directly deposited to your Excite account.

Online Banking Cross Account Request

Need to make transfers to other Excite accounts?  Once completed and signed, you can fax this form to us at 408-979-2483 or attach to a secure email in online banking.

Wire Transfer

Fill out this form if you wish to complete a wire transfer.  Since wire transfer requests require an original signature, once completed this form can be mailed to us at PO Box 18460, San Jose, CA  95158-9985 or dropped off at one of our Financial Centers.

Travel Notice

Fill out this form if you are traveling out of the area. Let us know where and when you’re traveling, as well as the Excite Credit Union cards you’ll be taking with you. It helps us avoid interpreting any unusual activity as potential fraud.

Step up to Membership

Getting a membership with us isn't a transaction - it's a friendship, a partnership, a neighborhood-wide collab, a life-long pursuit of better, for you, me, us, them, and everyone else we hang out with in life.