SHELL EMPLOYEES FEDERAL CREDIT UNION

Account Card Instructions

Important Membership Information

These items MUST be complete in order for your account to be opened

The Account Card must be completed and returned to Shell Employees Federal Credit Union (SEFCU) with a minimum deposit of $25.00 to open your savings account. The $25.00 is not a fee, but an opening deposit. We also require a copy of a current Driver’s License or other government-issued picture ID for every signer on the account. Send the completed account card, a copy of a Driver’s License and your opening deposit, and we’ll open your SEFCU account. As soon as your account is opened, you are immediately eligible for other credit union products and services.

How to Complete the Account Card

Follow the “step by step” instructions listed below:

Membership Application and Information

· All items in this area are to be completed with information about the primary member. The primary member is the person who is eligible to join the credit union.

· Member Number – Leave blank. A SEFCU employee will complete this section.

· TIN/SSN – Tax ID number or Social Security Number

· Eligibility for Membership – This means how are you able to join SEFCU.

Account Type

· Check which type of account(s) you are opening. Check all that apply.

Account Services

· Do not mark in this section. Contact the credit union for additional information and forms.

Account Joint Owner Information

· If there will be another signer/joint owner on the account (other than yourself), this portion must be filled out with the information on the joint owner(s). Complete this information on each additional joint owner.

CUSTODIAL DESIGNATION AND INFORMATION

· Complete this section if this account is being established in the name of a minor. The custodian must be a current member of SEFCU prior to opening this TUTMA account

TIN Certification and Backup Withholding Information

· Please read this statement and follow instructions ONLY if you are subject to backup withholding.

Authorization

· Read the statement. Signing the card indicates you agree to the terms outlined in this statement. All signers including the joint owner(s) of this account must sign and date.

Account Selection (see page 2 of the Account Card)

· Read each one carefully and initial next to the one that you choose.

· Texas law does not permit a convenience signer (also known as the cosigner) and a POD on the account. You must choose one or the other.

· Also, Texas law does not permit a convenience signer (also known as the cosigner) on a joint account.

POD BENEFICIARIES

· Complete this section if you want to assign beneficiaries to your account.

· Please be sure the beneficiary information is complete including SSN.

P.O. Box 4511 ▪ Houston, TX 77210-4511 ▪ (713) 428-3200