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Certificate of Deposit Application
Dear Member,
Enclosed you will find a Certificate of Deposits (CD) application. Please complete the
attached application and the bottom portion of this letter and return to us at 2 Philadelphia
Court, Baltimore, MD 21237, or fax it to 410.682.6952.
We offer 6, 10, 20 and 30 month Standard CDs that require a minimum of $500.00 to open.
We also offer four Jumbo CDs that require $10,000.00 to open for 6, 10, 20 and 30 month
terms.
To get our current CD rates, you can visit us at www.pbcu.com, or call AUDRE at
410.780.0408.
Thank you for choosing Point Breeze for your Certificate of Deposit.
Should you have any questions, please feel free to contact our Member Service Center at
410.584.PBCU (7228).
Sincerely,
Member Services
Please check all that apply:
Reset CD Selection
Standard CDs Jumbo CDs
Minimum to open: $500.00 Minimum to Open: $10,000
6 Month CD 6 Month CD
10 Month CD 10 Month CD
20 Month CD 20 Month CD
30 Month CD 30 Month CD
Deposit Type:
_______ Savings Transfer $_____________Amount
_______ Enclosed Check $_____________Amount
Member Number: _______________________________
Signature: ______________________________________
2 Philadelphia Court • Baltimore, MD 21237 • 410.584.PBCU (7228) • Fax: 410.682.6952
Reset CD Application
Certificate of Deposits Application
Member Number: ____________________Certificate of Deposits Number: ___________________
Individual Joint IRA
Name:
Address 1:
Address 2:
City: State: Zip Code:
Date of Birth
Soc. Sec. #
Drivers License # Expiration Date
Home Phone Work Phone
My signature so affixed will be recognized as the only authorized signature for all transactions with the Credit Union unless I have chosen to make this account subject to an
order of my Joint Owner(s), in which event his/her signature(s) must also be affixed and will be recognized as authority for all transactions and either party may pledge all
or any part of the shares in this account as collateral security for a loan or loans with this Credit Union.
Signature:
JOINT INFORMATION IF APPLICABLE:
Name:
Address 1:
Address 2:
City: State: Zip Code:
Date of Birth
Soc. Sec. #
Drivers License # Expiration Date
Home Phone Work Phone
Signature:
CONVENIENCE PERSON: The following named person is authorized to draw upon the funds in this account. Upon the death of the above named party or parties, the
convenience person will no longer have access to the funds in this account. No funds in this account shall belong to the convenience person by reason of that capacity.
Drivers
Name: Soc. Sec. #
License #
Drivers
Name: Soc. Sec. #
License #
Signature: Signature:
PAYABLE ON DEATH: Upon the death of the party member, the funds in this account shall be payable to the herein named POD payee(s). The POD payee(s) shall not
possess a right to draw upon the funds in the account during the lifetime of the party member.
1. Name 1. Soc. Sec. #
2. Name 2. Soc. Sec. #
3. Name 3. Soc. Sec. #
4. Name 4. Soc. Sec. #
If more than one POD payee is designated herein, the Credit Union will issue, upon the death of the party member, one check payable to all POD payees who are then
living.
Reset Custodial CD Application
Custodial Certificate of Deposit Application
Member Number: ____________________Certificate of Deposits Number:____________________
CUSTODIAN INFORMATION
Name:
Address 1:
Address 2:
City: State: Zip Code:
Date of Birth
Soc. Sec. #
Drivers License # Expiration Date
Home Phone Work Phone
A Minor, Born on under the Maryland Uniform Transfers to Minors Act I hereby apply for a share account in the Point Breeze Credit
Union to be issued under the provisions of the "State at Maryland's Uniform Transfers to Minors Act" and subject to the Credit Union's Charter and By-Laws and to the rules,
regulations and laws governing said Credit Union and subscribe for at least one share. A specimen of my signature is shown below and the Credit Union is hereby authorized
to act without further inquiry in accordance with writings bearings such signature.
Signature:
SUCCESSOR CUSTODIAN INFORMATION
Name:
Address 1:
Address 2:
City: State: Zip Code:
Date of Birth
Soc. Sec. #
Drivers License # Expiration Date
Home Phone Work Phone
Signature:
MINOR INFORMATION:
Name: ___________________________________ Social Security Number: _________________________
5/08
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