Forms & Disclosures
We have compiled various forms, disclosures and documents into one location to make it easier for members to find and print paperwork and manage their financial needs.
- Banking
- Loans
- Home Loans & Realty
- Business
- Learn
- Investments
- Insurance
- Statement Inserts
Membership
- Membership Agreement & Disclosures
- Patriot Act
- Non-Personal Account Addendum
- Member Benefits and Switch to RBFCU Kit
Select Group (SG) Membership
Checking and Savings Accounts
- What You Need to Know About Overdraft Protection
- Courtesy Pay View Frequently Asked Questions
- Direct Deposit Request Form
- Automatic Payment Authorization Form
- Mastercard Guide to Benefits for Debit Cardholders
- EMV (Chip Card) FAQs
- Electronic Fund Transfers Agreement and Disclosures
- Electronic Funds Transfer
- Funds Availability Policy
- Truth in Savings Fee Schedule
- Truth in Savings Rate Schedule
- Truth in Savings Account Disclosures
- Certificate Issuance and Disclosure Information
- Account to Account Transfer FAQs
- Statement Reconciliation
- Mail-in Deposit/Loan Payment Voucher
Identity Theft Coverage
IRAs
- Traditional IRA Application
- Roth IRA Application
- IRA Rollover or Conversion Review
- IRA Age 70½ Election Form
- IRA Contribution Instructions
- IRA Designation or Change of Beneficiary Form
- IRA Distribution Form
- Request for Transfer or Conversion to an IRA
- Simplified Employee Pension (SEP) Plan Document
- IRA Certificate Issuance and Disclosure Information
- Traditional IRA Amendment
- Traditional Beneficiary IRA Amendment
- Roth IRA Amendment
- Roth Beneficiary IRA Amendment
Online / Mobile Banking
- Online Banking User Agreement
- Electronic Disclosure Agreement
- RBFCU Bill Pay Terms of Service
- Online Deposit (eDeposit) User Agreement
- What is an eStatement?
- Documents Terms and Conditions
- Online Banking Privacy Policy
- OFlows Online Account Opening eSignature and Electronic Agreement
- Bill Pay Single Sign-On FAQs
- Mobile Wallet Agreement
- Masterpass Terms and Conditions
- Masterpass Privacy Policy
Other
Auto Loans
- Auto Loan Application
- Guaranteed Asset Protection (GAP) Plus brochure
- Mechanical Repair Coverage (MRC) brochure
- Credit Insurance brochure
- RBFCU Preferred Dealer List
Other Vehicle Loans
- Other Vehicle Loan Application (Motorcycles, boats (excluding yachts), RVs, ATVs, personal watercrafts and specialized collateral)
Credit Cards
- Credit Card Application
- Mastercard Guide to Benefits for Credit Cardholders
- Rates and Fees for CashBack Rewards and Premier Rate Mastercards
- Platinum CashBack Rewards Mastercard Agreement Billing Rights & Credit Card Disclosure
- Platinum Premier Rate Mastercard Agreement Billing Rights & Credit Card Disclosure
- Mastercard Frequently Asked Questions Platinum Class Credit Cards
- How To Request a Cash Advance or Balance Transfer
- How to Retrieve Your Mastercard Annual Statement
- Addendum to Cardholder Agreement Savings Secured Mastercard Form
- Notice to Co-signer Form
- EMV (Chip Card) FAQs
- Credit Card Authorized User FAQs
- Variable Credit Card Convert FAQs
- No-Cost Travel Accident Insurance
- Mobile Wallet Agreement
- Masterpass Terms and Conditions
- Masterpass Privacy Policy
- Gold Mastercard & Platinum Mastercard Agreement Billing Rights & Credit Card Disclosure (No longer available)
- Platinum Preferred Rate Mastercard Agreement Billing Rights & Credit Card Disclosure (No longer available)
Personal Loans
- Personal Loan Application (Signature Loans, Lines of Credit, Share Secured, Certificate Secured)
- Credit Builder Loan Application
- Line of Credit Agreement & Billing Rights Notice
- Line of Credit (LOC) Account Acquisition Disclosure
Student Loans
Mortgages
- Mortgage Application (Use for adjustable-rate, fixed-rate, jumbo and land loans)
- Buying a New Home: A Quick Start-to-Finish Guide
- Your Mortgage Application Checklist
- Maintaining Your Financial Status and Credit Score
- The Road to Home Ownership: Step by Step
- What to Expect During the Mortgage Loan Process
- NMLS Mortgage Loan Originator
FHA & VA
- FHA & VA Loan Application
- RB Mortgage — Your Mortgage Application Checklist
- RB Mortgage — What to Expect During the Loan Process
- Buying a New Home: A Quick Start-to-Finish Guide
- Certificate of Eligibility (COE) - VA Form 26-1880
First-Time Homebuyers
New Construction
Home Equity/Home Equity Line of Credit (HELOC)
Home Improvement
Homebuying & Selling Services
Periodic Review Forms
Business Credit Cards
- Rates and Fees for Business Select Mastercard
- Business Select Mastercard with CashBack Rewards Agreement Billing Rights & Credit Card Disclosure
- Mastercard Guide to Benefits for Commercial Credit Cardholders
- How To Request a Cash Advance or Balance Transfer
- How to Retrieve Your Mastercard Annual Statement
- Mobile Wallet Agreement
- Masterpass Terms and Conditions
- Masterpass Privacy Policy
- EMV (Chip Card) FAQs
Business Accounts
- Business Account Agreement and Fee Schedule
- Beneficial Ownership Form
- Guest User (eShare) Disclosures
- eDeposits: Electronic Deposits Made Easy
Business Services
- Contact Us
- Electronic Payment Processing
- Merchant Processing Preapplication Profile Form
- How to Get a Free Chip Card/Apple Pay Capable Terminal
- Clover Mini: Portable Point-of-Sale Terminal
- NewtPay Mobile: Smart Phone Credit Card Terminal
- Newtek Payroll Processing
- Web Design & Development
- ACH Services
Select Group (SG) Membership
- Request an Investments Appointment
- Request a Trust Services Appointment
- Request a Retirement Appointment
IRAs
- Traditional IRA Application
- Roth IRA Application
- IRA Rollover or Conversion Review
- IRA Age 70½ Election Form
- IRA Contribution Instructions
- IRA Designation or Change of Beneficiary Form
- IRA Distribution Form
- Request for Transfer or Conversion to an IRA
- Simplified Employee Pension (SEP) Plan Document
- IRA Certificate Issuance and Disclosure Information
- Traditional IRA Amendment
- Traditional Beneficiary IRA Amendment
- Roth IRA Amendment
- Roth Beneficiary IRA Amendment
Homeowners Insurance
- Homeowners Insurance Quote Request
- Homeowners Insurance Quote Request (Printable PDF)
- Return this form by 1) mailing it to RBFCU Insurance Agency, P.O. Box 2097, Universal City, TX 78148-2097 or 2) faxing it to 210-564-2990
- Need assistance? Call RBFCU Insurance Agency at 210-564-2999 or toll-free at 1-888-564-2999.
Auto Insurance
- Auto Insurance Quote Request
- Auto Insurance Quote Request (Printable PDF)
- Return this form by 1) mailing it to RBFCU Insurance Agency, P.O. Box 2097, Universal City, TX 78148-2097 or 2) faxing it to 210-564-2990
- Need assistance? Call RBFCU Insurance Agency at 210-564-2999 or toll-free at 1-888-564-2999.
- Guaranteed Asset Protection (GAP) Plus brochure
- Mechanical Repair Coverage (MRC) brochure
- Credit Insurance brochure
Commercial Insurance
Personal Insurance
- Accidental Death & Dismemberment (AD&D) Insurance Application and Information
- Hospital Accident Protection Insurance Application and Information
- Travel Insurance Application and Information
- Travel Insured Intl. Protection Plans Comparison
- Pet Insurance Application and Information
- Request a Quote or More Information
June 2019
May 2019
April 2019
- Membership Agreement & Disclosures
- Privacy Notice
- Electronic Funds Transfer
- Make Safety a Priority
- Quarterly Newsletter
March 2019
- Kuper Sotheby's International Realty Member Rebate Program
- Protect Your Family Legacy with RBFCU Trust Services
- RBFCU Still the #1 Mortgage Lender in Texas
February 2019
January 2019
December 2018
November 2018
- Make Your Holidays Brighter. Win $5,000 Sweepstakes from RBFCU and Mastercard
- Am I Covered? Just Ask RBFCU Insurance Agency
Federally Insured by NCUA.