Business Forms & Applications

Business Account Checklist

See what’s required to open a business account with us.

 Business Banking & Cash Management Agreement

This is the contract your business will submit if you plan to set up Business Banking/Cash Management.

 Cash Management & Remote Deposit Application Cardholder Affidavit of Fraud

Use this form to provide details regarding a Visa® fraud transaction.

 Business Loan Application

After you've talked to a member of our team, you might be asked to complete this document.

 Personal Financial Statement

After you've talked to a member of our team, you might be asked to complete this document.

 Business Banking Loan Checklist

After you've talked to a member of our team, you might be asked to complete this document.

 Business Debt Schedule Form

After you've talked to a member of our team, you might be asked to complete this document.

 Business Switch Kit

Move your business loans and accounts to Vantage West. We’ll treat you as if you owned the place, because as a member of the credit union, you do!

 Written Statement of Unauthorized ACH Debit

This is the form you’ll use if unauthorized ACH debits were made to your account.

 Business Verification of Deposit

VOD / VOC for Businesses