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Forms

  • Account Change Request Form - Use this form to change your legal name or add another person as a joint owner on your account.

  • Revoke Joint Owner Form - This form removes an individual from your account. Please note this form needs to be notarized or signed in front of a Westerra employee.

If you're trying to dispute an ACH transaction, please call our Contact Center at 303-321-4209 or 1-800-858-7212, Monday - Friday 8:00 a.m. - 6:00 p.m., Saturdays 9:00 a.m. - 1:00 p.m.

Please complete this form in order to add a Conservator to your account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your form, please contact specialtyaccounts@westerracu.com. For more information on Conservatorship, please click here.

Link your Westerra Credit Card as Checking/Spending Overdraft Protection Form - Complete this form to create or update the Overdraft Protection Sequence for your Checking/Spending Account to include your Westerra Credit Union Credit Card.

  • Fraudulent Transaction Disputes - If you see a credit/debit card transaction posted that you did not participate in or if your card has been lost or stolen.

  • Merchant Transaction Disputes - Cancellation/Return of Merchandise/Service, Duplicate Charge, Incorrect Amount, Non-receipt of Merchandise/Service, Paid by Other Means or Quality of Merchandise/Service.

  • ATM Deposit/ Dispense Error Transaction Disputes - To dispute an ATM deposit/ dispense error (such as an incorrect amount was dispensed or the amount you deposited differs from the amount on your receipt).

Fill out this form for unauthorized or incorrect transactions through the digital banking bill pay service. For transactions that were posted outside of the digital banking bill pay service, please fill out a Card Dispute Form.

  • Unauthorized Bill Pay Transactions - If you see an unauthorized bill pay transaction posted to your account that you did not make through online bill pay.

  • Account to Account Disputes - If you see a transaction posted as a bill payment withdrawal that you did not make through online bill pay.

  • Peer to Peer Disputes - If you see a transaction posted as a bill payment withdrawal to an external entity and/or a “Westerra Credit Union” debit card withdrawal that you did not make through online bill pay.

  • Westerra Direct Deposit Form - Fill out, print and give this form to your employer to automate payroll deposits into your Westerra account.

  • Advice of Banking Account Change Form - Fill out, print and give this form to a biller so they can set up automatic payments from your account. You can also use our Bill Pay service in Digital Banking.

Please complete these forms in order to apply for an Estate account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your forms, please contact specialtyaccounts@westerracu.com. For more information on Estate accounts, please click here.

Please complete these forms in order to add a Power of Attorney to account. If you have any questions or need assistance completing your forms, please contact specialtyaccounts@westerracu.com. Please allow two business days for a representative to contact you. For more information on adding a Power of Attorney, please click here.

Please complete this form in order to open a Representative Payee Account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your form, please contact specialtyaccounts@westerracu.com. For more information on Representative Payee’s, please click here.

ACH Stop Payment Request - Fill out this form to stop automatic withdrawals from your account.

Please complete these forms in order to open a Trust account. Please allow two business days for a representative to contact you. If you have any questions or need assistance completing your forms, please contact specialtyaccounts@westerracu.com. For more information on Trust accounts, please click here.

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