Forms

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:

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 2-3 business days to process your request.

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 a new automatic payment, or modify/change/cancel an existing one. This form should be used for loans only. Automatic payments on credit cards can be setup in online banking by clicking on Additional Services, then Visa Credit Card, and then Payments.

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.

Domestic Outgoing Wire Transfer Request

Use this form when you are unable to visit one of our Financial Centers to transfer funds from your Excite Credit Union Account to another account (at another Financial Institution) that you have ownership in. All other transfer requests must be processed in person.

Stop Payment Form

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

ACH Transaction Dispute - Written Statement of Unauthorized Debit

This form is used to dispute ACH Transactions (pre-authorized electronic transfers) (Not for Debit Card Transactions)

Credit Card - Changes to Authorized Users

Share your account with another trusted person and they will receive their own card and full access to your account.

Business Credit Card – Changes to Authorized Users

Share your business credit card account with your employees or trusted users and designate a credit limit for each card holder.

Credit Card Balance Transfer Request

Use your available credit to pay off loans and credit card balances you have with other banks and retail stores. This will simplify your finances and may save you money. Balance transfers do not require a credit inquiry.

Servicemembers Civil Relief Act (SCRA) Rate Reduction Request

If you or any occupant of your home are or recently were on active military duty or related active service, you may be eligible for a rate reduction under the federal Servicemembers Civil Relief Act (SCRA).

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.

Travel Notice - Now available Online!

Please log into Online Banking to complete and submit 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.