Share to loan transfer form

Use this form if you want to use some or all of your savings to reduce your loan balance

PROCESSING INSTRUCTIONS FOR STAFF

1. Check that all details match those on the account
2. Send a text to the mobile number on the account confirming that a transfer request has been received
3. download pdf and import to member account.
Your name Your name First Last
Date of Birth Date of Birth / DD / MM YYYY
Member Number
Mobile Phone Number
Email

Confirm Email Address
Authorisation

Tell us how much you want to transfer from your shares to your loan
I authorise the Credit Union to transfer this amount from my share accounts to reduce or clear the balance of my loan account. £ Pounds . Pence
The minimum balance that can be in your shares is £5 plus 1 loan repayment. If this transfer does not clear the full loan balance then those minimum balance requirements will be applied.
Draw or type your signature into the box below to confirm your instruction

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.