Member Appointment Checklists

Education Credit Union is committed to providing you with the best financial service. We've made it easier than ever to prepare for your appointments. Whether it's becoming a new member or applying for a loan, we're looking forward to getting to know you and finding the best option to suit your needs. The member appointment checklists below have been created to help you prepare for our appointment and make the most of our time together at ECU.

Select the form that best meets your appointment type: 

New Member Checklist

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Mortgage Checklist

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Car Loan Checklist

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Personal Loan Checklist

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MERITline™ Checklist

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Student Line of Credit Checklist

View PDF

Financial Planning Checklist

View PDF


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