Forms and Brochures
Certificates/IRAs/Trust
Applications & Forms
- Application for Deposit Trust Account
- Change of Beneficiary for Individual Retirement Arrangement (IRA)
- Combined Certificate Disclosure and Application
- Coverdell ESA Additional Account Opening
- Coverdell ESA Contribution Request
- DriveWealth Direct Rollover
- Education Savings Account (ESA) Certificate Maturity
- Education Savings Account (ESA) Designation of Beneficiary
- Education Savings Account (ESA) Transfer
- Education Savings Account (ESA) Trust Agreement and Application
- Federal and Virginia State Income Tax Withholding Election Notice for IRAs
- IRA Additional Account Opening
- IRA Certificate Maturity Instructions
- IRA Contribution Request
- IRA Recharacterization
- IRA Transfer or Direct Rollover
- IRA/ESA Rollover Designation
- Navy Federal Credit Union Transfer Request Form
- Open a Certificate
- Open an IRA Account
- Payable on Death (POD) Designation
- Required Minimum Distributions (RMD) Form
- Roth IRA Conversion Form
- Roth IRA Financial Disclosure & Application
- Roth IRA Withdrawal Form
- SEP Disclosure and Application
- Share Certificate Maturity Instruction
- Traditional IRA Disclosure and Application
- Traditional/Roth Charitable Distribution Request
- Traditional/Roth IRA Transfer Request
- Traditional & Simple IRA Withdrawal Authorization
Brochures & Disclosures
- Certificates
- Combined Certificate Disclosure
- Education Savings Account (ESA) Trust Agreement
- Individual Retirement Arrangement (IRA)
- Payable on Death (POD) and Deposit Trust Accounts
- Roth IRA Financial Disclosure
- Simplified Employee Pension (SEP) Financial Disclosure
- Traditional IRA Financial Disclosure
- Banking on the Go
Checking
Applications & Forms
- Automatic Funds Transfer Authorization Via the Automated Clearing House (ACH)
- Checking Account Closure Notification
- Forgery Affidavit for Checking/Checking Protection (LOC) Checks
- Online Deposit Voucher
- Open a Navy Federal Checking Account
- What You Need to Know About Overdrafts and Overdraft Fees
- Written Statement of Unauthorized Debit
Brochures & Disclosures
- Checking Made Easy!
- Checking Protection Options
- Flagship Checking Account Fees and Terms
- Free Active Duty Checking® Account Fees and Terms
- Free Campus Checking Account Fees and Terms
- Free Easy Checking Account Fees and Terms
- Free EveryDay Checking Account Fees and Terms
- How to Switch Your Checking Account to Navy Federal
- Schedule of Fees and Charges
Credit/Debit Cards
Applications & Forms
- Application for a Navy Federal Credit Card (Digital)
- Application for a Navy Federal Credit Card (Print)
- Application for Navy Federal Credit Card with Credit Card Application Disclosure
- Credit Card Balance Transfer
- Credit Card Dispute: FAQ
- Credit Card Joint Cardholder Removal Request and Individual Application
- Navy Federal Debit Card/Business Debit Card Statement of Dispute
- Request a New Navy Federal Debit Card
- Statement of Forgery for Credit Card
- Statement of Forgery for Navy Federal Debit Card/Business Debit Card
Brochures & Disclosures
- Business Credit Card Agreement and Disclosure
- Business Rewards Card Program Description
- cashRewards Card Program Description
- cashRewards Mastercard® Program Description
- cashRewards World Mastercard® Program Description
- Credit Card Agreement and Disclosure
- Credit Card Application Disclosure
- Credit Card Application Disclosure–cashRewards
- Credit Card Application Disclosure–GO REWARDS®
- Credit Card Application Disclosure–Navy Federal More Rewards American Express® Card
- Credit Card Application Disclosure–nRewards®
- Credit Card Application Disclosure–Platinum
- Credit Card Application Disclosure–Visa Signature® Flagship Rewards
- Credit Card Interest Beyond Your APR
- Credit Card Services
- GO REWARDS® Card Program Description
- GO REWARDS® Military Academy Program Description
- GO REWARDS® World Mastercard® Program Description
- Guide to Benefits for Mastercard® Cardholders
- Mastercard® GO REWARDS® Card Program Description
- Mastercard® Guide to Benefits
- Mastercard® World Guide to Benefits
- Navy Federal Card (CUCARD®) and Personal Identification Number (PIN) Disclosure Statement
- Navy Federal Debit Card Disclosure
- Navy Federal More Rewards American Express® Card Guide to Benefits
- Navy Federal More Rewards American Express® Card Program Description
- nRewards® Card Program Description
- Request Your Credit Card Disclosure
- Secured Card Security Interest Disclosure
- Security Interest Specific Credit Cards Disclosure
- Visa® Card Guide to Benefit Auto Rental Collision Damage Waiver
- Visa® GO REWARDS® Card Program Description
- Visa® Platinum Benefit Guide
- Visa Signature® cashRewards Benefit Guide
- Visa Signature® cashRewards Card Program Description
- Visa Signature® Flagship Rewards Benefit Guide
- Visa Signature® Flagship Rewards Card Program Description
- Visa Signature® GO REWARDS® Benefit Guide
- Visa Signature® GO REWARDS® Card Program Description
- Visa Signature® GO REWARDS® Military Academy Program Description
- Your Visa® Card Guide to Benefits Basic Protection Package
Loans
Applications & Forms
- Auto Loan Application
- Checking Line of Credit Application
- Consumer Loan Indemnity Agreement/Declaration of Loss
- Guaranteed Asset Protection (GAP) Cancellation Application
- Guaranteed Asset Protection (GAP) Services Application
- Insurance Waiver Form
- Optional Payment Protection Plan Change/Cancellation of Protection
- Personal Loan Application
- Small Business Loan Application
- What You Will Need to Apply for a Boat Loan
- What You Will Need to Apply for a Refinance Auto Loan
Brochures & Disclosures
- Certificate Pledged Loans
- eSign Loan Instructions to Members
- Guaranteed Asset Protection (GAP) Questions and Answers
- Guaranteed Asset Protection Plan Agreement and Disclosure
- Loan Instructions to Members
- Navy Federal Student Loans and Refinance Loans
- Navy Federal Student Loans Application Process
- Notice to Co-Signer (Guarantor)
- Student and Parent Refinance Loans Application Process
Membership
Applications & Forms
- Application for an Association Account
- Change of Information/Add Joint Owner
- Custodial Account Application
- Membership Agreement and Tax ID Certification
- Membership Application
- Membership Application for a Minor
- Online Membership Application - What You Need to Join