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FORMS & DOCUMENTS

Find the form you need with ease

Here is a helpful list of some our forms and documents for ease of access. If you are looking for a form or document that isn't listed below, please let contact our team!

Forms

Dormant Account Form

Please fill out this form is you have received a Dormant Account Notice!

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Loan Payment Guide

Download the guide to help you understand Loan Payments through our Client Payment Portal (CPP).

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Financial Emergency Kit

A beneficial document to help you prepare documents in case of a financial emergency.

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Consumer Credit Card Application

PDF application for the CFSB Consumer Credit Card.

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Identity Theft Checklist

If you think you've fallen victim to identity theft, please use this checklist of useful steps to get back on track!

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Switch Kit

Make the switch to CFSB even easier by filling out our Switch Kit today!

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Update My Information

Fill this out if your email, mailing address, or phone number has recently changed.

Update My Info

Home Owner Education Resources

Help yourself get prepared for a mortgage by completing a homeowner education course!

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Bounce Protection Opt-In/Opt-Out Form

Use this form to easily opt-in or out of Bounce Protection (subject to approval).

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Personal Financial Statement

Download and complete your own Personal Financial Statement here.

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Digital Banking Account Authorization Form

Use the Digital Banking Account Authorization form to authorize another party to view your account information on digital banking. This is a view-only level of access.

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Documents

Privacy Policy

Know your rights to financial privacy in all transactions, in person, through the mail, over the telephone, and at our website.

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Online Banking Privacy Notice

Know your rights to financial privacy in all transactions, in person, through the mail, over the telephone, and at our website.

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Diversity Policy

Community is one of the five cornerstones on which CFSB’s vision is built. Know how we encourage and promote inclusiveness in our workspaces.

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Website Accessibility Policy

Our website is enhanced and optimized to meet the WCAG 2.0 Level AA Success Criteria, providing an accessible experience across users.

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Electronic Services Agreement

Read the latest version to stay up to date on CFSB's electronic services agreement. 

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CRA Public File

Easily access and review our most up-to-date CRA Public File!

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Fee Schedule

This document lets you review CFSB's most updated fee schedule.  

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Zelle® Terms and Conditions

Review the Zelle® terms and conditions.

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Remote Deposit Anywhere Disclosure

Review the Remote Deposit Anywhere (RDA) disclosure.

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Services

Personal Banking

Whether you need a reliable checking account, competitive savings options, or personalized loans, we've got you covered. Enjoy the convenience of local banking with a personal touch. Discover CFSB's range of personal banking products designed to meet your financial goals. 

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Business Banking

From flexible business loans to convenient checking and savings accounts, our comprehensive suite of financial products supports your business growth. Benefit from local expertise and personalized service that prioritizes your success. 

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Brokerage Services

Count on CFSB Investments for expert, personalized guidance to achieve your financial goals. Whether planning for retirement, funding college education, securing life insurance, or any other financial objective, we're here to support you every step of the way.

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