Forms & Documents
FORMS AND DOCUMENTS
Here you can find and download many of the forms that are needed to conduct your business with Direct Federal. Simply open, complete and print the form. Then, mail or fax it to us. You also have access to the documents that you received when your membership was established. Of course, these are the latest versions.
Use the SELECT TOPIC drop-down to narrow your search by selecting a category. Then click SEARCH to see all the forms in that category. If you know a KEYWORD, enter that before clicking SEARCH.
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Information
Retail Rules & Regulations
Everything you need to know about the accounts, services, rules and your rights all in one convenient place.
Report Fraud
Affidavit of Lost or Stolen Official Check
If you withdrew funds in the form of an Official Check, use this form if the check was lost or payee never received the check.
Affidavit of Forgery
Use this if you have a check that cleared your account and it wasn't your signature.
Written Statement of Unauthorized Debit (ACH)
Use this to dispute an charge on your account that came through electronically.
Information
Privacy Policy
The privacy of your personal and account information is extremely important to us. How we treat your information is all right here.
Commercial Business Rules & Regulations
Everything you need to know about the accounts, services, rules and your rights all in one convenient place.
Initiate an Action
Wire Transfer and Instructions
Use this to request that we wire funds to another financial institution.
ACH Stop Payment Request Order
Use this to stop a regularly scheduled electronic withdrawal from your account.
Switch Your Account - Authorization to Switch Direct Deposit
Use this to authorize you Direct Deposit that is currently going to another financial institution to Direct Federal.
Visa Credit Card Dispute Form
Use this form to dispute an unauthorized transaction on your Direct Federal Visa Credit Card. If your Visa Credit Card has been lost or stolen, or you are reporting fraudulent activity on your Visa Credit Card, please call (800) 449-7728.
Request a Change
Automatic Payment Service Agreement
Use this to initiate an automatic withdrawal of a payment from your Direct Federal account.
