How can we help you?
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.
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).
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.
Fill out this form to dispute the following types of transactions:
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.
Authorization Agreement for Automatic Westerra Loan Payments - Use this form to set up or modify automated Westerra loan payments. These can also be set up in Digital Banking through External Transfer.
Authorization to Terminate Direct Payments - Fill out this form to discontinue automated Westerra loan payments. Please note - you don’t need to fill this out if your loan has been paid off.
Authorization Agreement for Transfer of Funds to a Westerra Deposit Account - Use this form to initiate a transfer of funds from another financial institution to a Westerra savings, checking, Money Market.
First Mortgage Automatic Monthly Payment ACH Form - Use this form to set up an automatic monthly payment on an existing Westerra first mortgage loan.
Payment Due Date Change Request Form - Fill out this form to request a change to your loan payment due date.
Domestic Wire Form - Use this form to request a domestic wire transfer from your Westerra account to another financial institution within the United States.
International Wire Form - Use this form to request an international wire transfer from your Westerra account to another financial institution outside of the United States.
Begin here to become a Member of Westerra Credit Union. You can also open an account online!
Or go here to become a Business Member at Westerra.
ACH Stop Payment Request - Fill out this form to stop automatic withdrawals from your account.
The Subordination Request Form for mortgages is primarily for lenders inquiring about our subordination requirement for people that have a second mortgage with Westerra and will be financing a first mortgage.
Go here for the Energy Efficiency Subordination Request Form.
