Transfer shares between Credit Union Accounts

This form allows you to transfer shares inside the credit union to another member.

STAFF PROCESSING NOTES

1. Ensure all details match member account
2. Send a text to member confirming that request has been received to transfer money out of their account.
3. If this is a on-off transfer, action the transaction
4. If this is a regular transfer, set up the regular transfer
5. download pdf and import to scanned documents
Personal Information

Please enter the information we hold for your account so that we can identify you securely.
Name Name First Last
Member Number
Must be between 1 and 4 digits. Currently Entered: 0 digits.
Your member number can be found on your membership card, statement or any correspondence you have received from us.
Date of birth Date of birth / DD / MM YYYY

Enter your date of birth
Address Address
Street Address Address Line 2 City County Postcode Country
Mobile Phone
Email

Confirm Email Address
I want to transfer to
Who are you transferring these shares to

Give us the details of the person that you want to transfer these shares to
Name Name First Last
Member Number
I want to transfer from
I want to transfer to
Details of the share transfer

Tell us how many shares you want to transfer and who you want to transfer them to.
Value of shares to transfer £ Pounds . Pence
how much do you want to transfer?
I want to do this transfer

I want to do this transfer One time only - single transfer Monthly - regular transfer

choose whether you want to make this a regular payment or a on-off single payment
Signature
I authorise this transfer of shares from my account. I am aware that once transferred to another person, the shares will no longer belong to me and I will not be able to reverse this transaction

I authorise this transfer of shares from my account. I am aware that once transferred to another person, the shares will no longer belong to me and I will not be able to reverse this transaction
Name Name First Last
Draw your signature into the box below.

Draw or Type

I understand this is a legal representation of my signature. Clear

Full Name

I understand this is a legal representation of my signature.

Transfer shares between Credit Union Accounts

Transfer shares between Credit Union Accounts

STAFF PROCESSING NOTES

Personal Information

Who are you transferring these shares to

Details of the share transfer

Signature