PenFed attempts to make applications and forms available to you electronically whenever possible.
In some cases, technical or regulatory requirements mandate select forms are mailed to you.
General Forms
To view the forms in PDF format, all you need is free Adobe Acrobat Reader 4.0 or higher (Download Adobe Reader). Please complete the form and mail or fax it to PenFed.
(PDF) Membership Application (Form 20)
(PDF) Membership Application for Estate Accounts (Form 20-EST)
(PDF) Signature Card (Form 13)
(PDF) Member Request for Tax Withholding (Form L-106)
(PDF) Puerto Rico Optional Dividend Withholding Election (English/Spanish) (Form 167)
(PDF) Request for Change of Name/Social Security Number/EIN (Form 34)
(PDF) Request for Taxpayer ID Number and Certification (IRS Form W-9)
(PDF) Request for Copy of Tax Return (IRS Form 4506)
(PDF) Request for Transcript of Tax Return (IRS Form 4506T)
PenFed Membership Disclosures (English/Spanish)
(PDF) Alternative Identification for Joint Owner (Form 39)
(PDF) Non-Resident Alien Membership Application Supplement (Form 650-NRA)
(PDF) Substitute Instructions for IRS Form W-8BEN (Form 271)
Find Additional Information and Forms Below
Loan Forms
To view the forms in PDF format, all you need is free Adobe Acrobat Reader 4.0 or higher (Download Adobe Reader). Please complete the form and mail or fax it to PenFed. In addition, forms can be submitted through our secure server when they have a link to the “Online Version”.
(PDF) Loan or Credit Card Recurring Payment Instructions (Form 350)
(PDF) Monthly Mortgage Direct Debit Authorization (Form 492-A)
(PDF) Monthly Equity Loan Direct Debit Authorization (Form 492-B)
Financial Hardship Application (Temporary, Permanent and GSE Mortgage Assistance)
(PDF) Joint Borrower Authorization - Current Penfed Member (Form 4)
(PDF) What You Should Know About Your Home Equity Line of Credit
(PDF) Letter of Intent to Sell Vehicle (Form 127-B)
(PDF) Mortgage Application English/Spanish (Form 1003)
(PDF) Mortgage Subordination - Processing Fee (Form 1372)
(PDF) Mortgage Subordination - Requirements (Form 1374)
(PDF) Mortgage Subordination Agreement - Deed (Form 1375)
(PDF) Mortgage Subordination Agreement - Mortgage (Form 1376)
(PDF) Mortgage Subordination Agreement for Deed to Secure Debt (Form 1380)
(PDF) Borrower’s Authorization - EQUITIES (Form 1377)
(PDF) Application to Release Co-Signer for Student Loan Refinance (Form 159)
Credit Card Disclosures
To view the disclosures in PDF format, all you need is free Adobe Acrobat Reader 4.0 or higher (Download Adobe Reader).
Credit Card Pricing and Agreement
(PDF) Credit Card Pricing List
Credit Card Program Rules, Terms & Conditions
(PDF) PenFed Power Cash Rewards
(PDF) PenFed Pathfinder Rewards
(PDF) PenFed Pathfinder Travel Credits
Credit Card Guide to Benefits
(PDF) Traditional Program Benefits
(PDF) Signature Program Benefits
(PDF) Travel Signature Program Benefits
Signature Benefits apply to PenFed Signature credit cards. Look under the Visa logo (front right bottom of the card) to see if you have a Signature product.
Checking and Savings Account Forms
To view the forms in PDF format, all you need is free Adobe Acrobat Reader 4.0 or higher (Download Adobe Reader). Please complete the form and mail or fax it to PenFed. In addition, forms can be submitted through our secure server when they have a link to the “Online Version”.
(PDF) Access America Checking Account Application (Form 151)
(PDF) Amendment to Share Certificate Agreement (Change of Ownership) (Form 771)
(PDF) Debit or ATM Card Application (Form 185)
(PDF) Check Statement Reconciliation (Form 1379)
(PDF) Credit/Debit/ATM Card Dispute (Form 316)
(PDF) Direct Deposit Form - Government Agencies (Form 1199A)
(PDF) Direct Deposit Form - Non Government Agencies (Form 1299)
(PDF) Traditional and Roth IRA Application (M-36)
(PDF) IRA Individual Retirement Account - Transfer Authorization (Form L-594)
(PDF) IRA Designation of Beneficiaries (Form 732)
(PDF) IRA/Education Savings Account Contribution Voucher (Form 734)
(PDF) IRA Withdrawal Voucher (Form 735)
(PDF) Signature Card (Form 13)
(PDF) Money Market Certificate Application (Form 688)
(PDF) Money Market Savings Account Application (Form 400)
(PDF) Stop Payment of Official Check (Form 802)
(PDF) Student Checking Application (Form 151-STU)
(PDF) Unauthorized/Improper ACH Activity (Form 890)
(PDF) Premium Online Savings Account and Membership Application (Form 220)
Education Forms
To view the forms in PDF format, all you need is free Adobe Acrobat Reader 4.0 or higher (Download Adobe Reader). Please complete the form and mail or fax it to PenFed. In addition, forms can be submitted through our secure server when they have a link to the “Online Version”.
FAX FORM TO:
1-800-278-2212 or 1-800-557-7328
MAIL FORM TO:
P.O. Box 247009
Omaha, NE 68124-7009
DOCUMENT UPLOAD:
Secure Document Upload
Mail completed forms to a PenFed service center near you
Regular Delivery: |
Express Delivery: |
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Pentagon Federal Credit Union |
Pentagon Federal Credit Union |
Pentagon Federal Credit Union |
Pentagon Federal Credit Union |
Pentagon Federal Credit Union* |
Pentagon Federal Credit Union* |
*Please note that the Eugene, OR office cannot accept any deposits.