Overdraft Transfer Authorization

Let’s gather the information that you will need to set up an account for automatic overdraft transfers.

This authorization allows available funds to automatically transfer from a linked account to your checking account if a transaction would otherwise overdraw your account. This is an ongoing authorization and not a one-time transfer request.

Member Name *

📞 Phone Number *

Date *

Member Account Number *

Don't know your member number? Ask Chatbot Carl: 'What's my member number?'

You may select more than one eligible account to use for overdraft transfers.

Transfer Funds From *

Linked Account #1

Member Number *

Account Suffix *

Transfer Funds From

Linked Account #2

Member Number

Account Suffix

Transfer Funds From

Linked Account #3

Member Number

Account Suffix

Transfer Funds To *

Checking Account

Member Account Number *

Checking Account Suffix *

Some account types may not be eligible for overdraft transfer services. If one or more selected accounts do not qualify, a Member Experience Representative will contact you to discuss available options.

I understand this form is used to submit a request to my Credit Union. Submission of this form does not guarantee approval or completion of the requested change or service.

Your Overdraft Transfer request has been submitted. A Member Experience Representative will reach out to you shortly.

Visit Website