Forms & Account Changes

We make it easy to make changes

Use the online and printable forms below to change or update your Ideal Credit Union account.

Direct Deposit

Get your paycheck deposited automatically into your checking or savings account with Direct Deposit. Download the form and give it to your employer's payroll department for processing.

Download Direct Deposit Form

Account Changes

Add beneficiaries and POD* details using this beneficiary designation form.

Add Beneficiaries and POD

Contact Information

You are required to notify Ideal Credit Union when there is a change in address to avoid a returned statement fee. Use this online form to update your phone number, permanent street, seasonal or P.O. Box address. Please note: You MUST have an email address on file with Ideal CU to process this request online.

Update Contact Information

Disclaimers

*IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.