For your convenience, we've made our most requested forms available to you online in printable PDF format. All you need is the free Adobe Acrobat Reader 4.0 or higher (Download Adobe Reader). Please print required form(s) and complete all necessary fields before returning the forms to PenFed.

Page 1: Please consider the following information when completing the Agreement for Custodial Trust Account (Form 706). 

  • The Custodian is the administrator of the funds for the Minor.
  • The Minor is the individual who will receive the funds once they reach age of majority.
  • The Transferor is the individual giving funds to the minor if different from the Custodian.
  • The Custodian or Transferor must sign the attached Agreement for Custodial Trust.
  • All sections of the Application must be completed (the Successor Custodian section is optional). Any incomplete forms will be returned.

Page 2 and 3: The Membership Application/Signature Card (Form 13). 

  • Eligibility: Please list the eligibility for either the Custodian or the Minor. If eligibility is through a family member please insure that the individual’s social security number is listed.
  • All sections of the Membership Application must be completed. Any incomplete forms will be returned.

* Both the Agreement for Custodial Trust Account and Membership Application/Signature Card must be completed in order to establish the account.

If applying for a Money Market Certificate, Money Market Savings account, or Complete Access Checking account please use the additional attached forms. Please note that these are all optional.

Please call 1-800-247-5626 with any additional questions.

Mail completed forms to a PenFed service center near you

Regular Delivery:
 
Express Delivery:

Pentagon Federal Credit Union
Attn: Research
Box 247009
Omaha, NE 68124-7009

Pentagon Federal Credit Union
Attn: Research
13220 Fort Street
Omaha, NE 68164

Pentagon Federal Credit Union
Attn: Research
Box 1432
Alexandria, VA 22313-2032

Pentagon Federal Credit Union
Attn: Research
2930 Eisenhower Avenue
Alexandria, VA 22314

Pentagon Federal Credit Union*
Attn: Research
Box 70046
Eugene, OR 97401-0103

Pentagon Federal Credit Union*
Attn: Research
400 Country Club Road, Suite 220
Eugene, OR 97401

*Please note that the Eugene, OR office cannot accept any deposits.