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.
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.