Secure Form – Add Joint Owner(s) Request



This form can be custom made for your credit union or used as-is. It can be embedded in your credit union website, mobile app or even It’s Me 247 Online Banking (desktop). Member submissions to these forms are secured in the CU Publisher Request Center. An email will be sent that a member has submitted this request. It is then your credit union’s staff’s responsibility to log in to Request Center to vet and fulfill the request per your procedures.


Add Joint Owner(s) Request
  • A joint account allows more than one person to own and manage it.
  • All joint owners have the same ownership rights on the account(s) as the primary owner.
  • For verification purposes, all non-members being added to the account will have their Transunion credit report pulled.
  • *A New Membership Account Agreement will need to be signed by all owners on the account.


Step 1 of 2

  • Primary Member Information

  • Joint Owner Information

    Please provide your full legal name as it appears on your government issued photo ID.
  • We ask for your SSN to help verify your identity.