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Account Changes

Forms & Account Changes

For your added convenience, you can make changes to your account using the various online and printable forms below.

For printable forms simply download, fill out, notarize and mail to:

Ideal Credit Union
Attention: Contact Center
8499 Tamarack Road
Woodbury, MN 55125

 

Account Changes
Make an update to your Ideal Credit Union account:
Add or remove a joint accountholder* Change of name* Add PODs/beneficiaries*
Download Form
Direct Deposit
Have your payroll check 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. You'll enjoy immediate access to your funds on payday with this free service.
Download Form
EFT Automatic Payment Form
Use this form to set up an automatic payment from another financial to your Ideal Credit Union loan.
Submit Online    Download Form
Address Change Request
You are required to notify Ideal Credit Union when there is a change in address to avoid a returned statement fee. Complete and mail the form to the address listed on the top of this page or sign into Ideal Online Banking to submit your change of address request electronically.
Submit Online    Download Form

 

*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. If applying by mail, you must include a photocopy of your government issued picture identification, which must be notarized by an authorized Notary Public.