Penn State Federal Credit Union



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Forms

New Membership Packet
Click here to become a Penn State Federal member. You will receive an Account Signature Card, Rate & Fee Schedule, Penny Instructions, and Membership Agreement. Fill out the application and mail in, drop off, or fax back to us.
Account Change Card
Click here to add a joint account owner, change your name, add or change a checking account, or change you checking account type. Fill form out and mail in, fax in, or drop off.
Switch Kit
Print out the Penn State Federal Switch Kit to make your switch to Penn State Federal a snap.
Penn State Federal Platinum Visa™ Credit Card Application
Use this form to apply for a Visa credit card, or to request a new Visa rate or credit increase. Include payroll and tax forms as necessary. Complete the application, then mail in or drop off (we will need your original signature). (Do not use to order a Visa debit card.)
Loan Application (DO NOT USE TO APPLY FOR VISA CREDIT CARDS)
Use this form to apply for a loan. Print out and return with payroll and tax forms as explained on page 1. Fill out and mail in or drop off (we will need your original signature). Do not use this application for Mortgage, Home Equity, Visa, or Home Equity Lines of Credit Loans.
Benefits Plus Application
Become a Benefits Plus® member and start saving money on travel, dining, entertainment, gift cards, plus so much more. When you enroll, Identity Theft Restoration is also included. We're excited to offer Benefits Plus® for the great value of $5 a month. Just print the form, fill it out and return to one of our three locations. Click on the Benefits Plus logo on the homepage of pennstatefederal.com for more details.
Skip-A-Pay
Complete this form to skip a Penn State Federal loan payment. Upon completion, mail in or drop off. For Skip-A-Pay questions, contact our Loan Department.
Debit/ATM Card Order Form
Fill out this form to order a new or replacement VISA debit/ATM card. Fax it in, mail it in or drop it off.
Penny On-Line Application
Click here to sign up for a Penny On-Line account. Fill form out and mail in, fax in, or drop off.
Address Change Form
Use this form to change your address with Penn State Federal. Fax it in, mail it in or drop it off.
Written Statement of Unauthorized Debit
To dispute an ACH transaction on your account, fill out this form and fax in, mail in or drop off. For more information, contact Back Office Services.
Visa Credit, Debit and ATM Cardholder Fraudulent Transaction Dispute Form
To dispute a fraudulent transaction on your account, complete this form and return it to Penn State Federal. For more information, contact Back Office Services.
Visa Credit, Debit and ATM Cardholder Dispute Form
To dispute a debit or ATM transaction on your account, complete this form and return it to Penn State Federal. For more information, contact Back Office Services.
ACH Stop Payment Request
To request an ACH Stop Payment, use this form. Detach top copy and mail into Penn State Federal. You can also request a stop payment via phone, but must still send in the following form. For questions with Stop Payments, contact Back Office Services.
Check/Share Draft Stop Payment Request
To request a stop payment on a Penn State Federal check or share draft, use this form. Detach top copy and mail into Penn State Federal. You can also request a stop payment via phone, but must still send in the following form. For questions with Stop Payments, contact Back Office Services.
Wire Transfer Request
To wire locally or internationally from your Penn State Federal account, fill this form out and fax in, mail in or drop off. Penn State Federals Routing/transit # is 231386399. Contact Teller Services with any questions.
Net Payroll Deposit Request for PSU Employees
To have your entire PSU payroll deposited at Penn State Federal, complete this form and return it to Penn State Federal, drop it off at your HR office, or mail it to PSU Payroll Department. The PSU Payroll Department address is 101 James M. Elliot Building, 120 S. Burrowes Street, State College, PA 16801. Penn State Federals Routing/transit # is 231386399. PSU requires your original signature. For more PSU payroll information, please visit the Penn State website.
Partial Payroll Deposit Request for PSU Employees
To have part of your PSU payroll deposited at Penn State Federal, complete this form and return it to Penn State Federal. PSU requires your original signature. For more PSU payroll information, please visit the Penn State website.
Payroll Cards for PSU HMC Employees
For part of your Hershey Medical Center payroll to be deposited at Penn State Federal, complete this form and mail in or drop off to PSU HMC Payroll Department, Academic Support Building, M.C. A440. PSU HMC requires your original signature. To deposit to a checking account, submit a voided, blank check (not a deposit slip). For additional PSU HMC payroll information, please contact your payroll department.
Membership Agreement
This form is the Penn State Federal Membership & Account Agreement.
Rate & Fee Schedule
This form is a printable summary of deposit accounts, interest rates & fees.
CD Renewal Letter
This form allows you to renew or change the term/type of your CD. Complete this from and return it to Penn State Federal.
W-8BEN Form
Need a W-8BEN to submit with your membership application? If you are not a U.S. citizen, you will need to add this to your membership application. Complete this from and return it to Penn State Federal.
 
Many of these forms can be completed online and printed. In order to save them to your computer you need the full version of Adobe Acrobat Distiller.
 
Get Acrobat ReaderThese forms are all in Adobe PDF format. Need to download the free Adobe Acrobat Reader software to view? Download Acrobat