Applications and Forms for All Account Types
To help the government fight the funding of terrorism and money laundering, federal law requires all financial institutions to obtain, verify, and record information that identifies each person that opens an account. When you open an account we will ask you for your name, street address, date of birth, and other information that will allow us to identify you. We will ask to see your driver’s license or other identifying documents.
You can Join Online!
You can apply for Taleris Membership online from your computer, smart phone or tablet. To access our online membership application, CLICK HERE. For paper versions, see below.
Click on any of the links below to access PDF versions of our Member Account applications. The applications require Adobe® Acrobat Reader® to open. If you do not have Acrobat Reader, you can access a free download by CLICKING HERE. The link will open a new tab and take you to a site maintained by Adobe Corporation.
These applications can be filled out by hand, or online, and then printed and mailed to: Taleris Credit Union | Attention: Member Services | 7435 Broadview Rd. | Seven Hills, OH 44131
Not sure which Member Account Application applies to you?
Different situations require different types of applications and some require additional forms depending on your needs (i.e. custodial accounts, trust accounts, joint accounts with beneficiaries, etc.) Please click on the link below to make sure you are applying for the correct type of account and you are following the guidelines for filling out that specific application.
Member Account Applications
- Single / Joint Ownership Application CLICK HERE
- Fiduciary (Custodial) Application CLICK HERE
- Living Trust Application CLICK HERE
- Beneficiary Information Form CLICK HERE
- Additional Owner Information Form CLICK HERE
- Family Referral Letter CLICK HERE
- U.S.A. Patriot Act Disclosure
The applications in this section are in Rich Text Format and are intended for members who use a screen reader to navigate our site. These forms are read only, and cannot be filled out online. For more information about site accessibility, CLICK HERE.
- Single / Joint Application
- Fiduciary (Custodial) Application
- Living Trust Application
- Beneficiary Information Form
- Additional Owner Information
- Family Referral Letter
- U.S.A. Patriot Act