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How do I designate a Power of Attorney?

  1. Download the Convenience Person Application (pdf format).
    You may either print the application and complete it by hand or fill in the application electronically and print it after you have completed it. We require an original signature on the form. Please make sure your application is completed fully and legibly.
  2. This form should be completed by the Principal. If the Attorney-in-Fact asserts that the Principal is incompetent and unable to complete the form, the Attorney-in-Fact may complete it on behalf of the Principal.
    Provide a copy of the Power of Attorney signed by the Principal and notarized.
  3. The Convenience Person must bring valid government-issued identification to any credit union branch. Find a branch location near you.
    All Convenience Person applications must be reviewed and approved by an authorized staff member. Please be aware that the Convenience Person will not be permitted access to the account until the application is approved.

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