Star One Credit Union
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Transfer Funds from Another Institution to Star One

Complete, print, sign, and mail this form to Star One. Funds will be delivered to Star One via check only. Mailing & delivery instructions and FAQs. PO Box 3643, Sunnyvale, CA 94088-3643. Attn: New Accts.

New members: You must establish your membership account before funds may be transferred. Please complete a Membership Application, include an initial deposit of $50.00, and return with this form.

1. Your Star One Account

Name Social Security Number
Member #
(Leave blank if you are a new member)
Daytime Phone ( ) x
Deposit funds to: Savings Checking Other (Please Specify)

2. Current Institution (For transfers from multiple financial institutions, use a separate form for each transfer.)

PLEASE ATTACH A COPY OF YOUR MOST RECENT STATEMENT(S) TO COMPLETE THIS TRANSFER.
Institution Name
Address City
State  Zip Phone ( ) x
Member Number (if credit union)  
Name(s) & Title of Account You Are Transferring (as shown on your statement) Max 2 lines
Account Type (Please check one or more boxes)
Savings acct # All Portion $
Checking acct # All Portion $
Other acct # (Please Specify) All Portion $
Certificate acct # All Portion $
  Liquidate CD immediately and transfer cash. All Portion $
I am aware of and acknowledge any penalty I will incur for an early withdrawal.
  Liquidate CD at maturity and transfer cash.
Maturity date: (mm/dd/yy)
All Portion $
(NOTE: Submit request 2-3 weeks before maturity date.) ...

3. Special Instructions Max 2 lines



4. Authorization and Agreement

By signing below, I hereby instruct the institution named above in Section 2 to follow my instructions set forth in Section 2 and Section 3 (if applicable) and transfer all funds from the account(s) designated in Section 2 to Star One Credit Union. I understand that to the extent any funds in my account are not readily transferable, with or without penalties, such funds may not be transferred. I affirm that I have destroyed or returned to you credit/debit cards and/or unused checks issued to me in connection with my accounts at your institution. By signing below I agree to be bound by the terms and conditions of this transfer form.

___________________________ _____________    
Account Holder Signature (required) Date    
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