Membership

Who Can Join?

The following individuals are eligible to join the Credit Union:

- Employees of the Patent & Trademark Office;
- Persons retired from the Patent & Trademark Office;
- All contractors for the Patent & Trademark Office;
- Family members of current members related by blood or marriage;
- Organizations of primary share accountholders.

How To Join?

1. Apply for membership:

Complete a Membership Account Card, Customer Identification Form and Member Agreement Form. Bring the forms to the credit union and one of our Member Services Representatives will open your account. Or mail your forms to:

Patent & Trademark Office Federal Credit Union
501 Dulany Street, 1st Floor
Alexandria, VA 22314
Attention: Member Services Department

 
 
2. Verify your identity and eligibility:

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens and account.

What this means to you: Effective October 1, 2003, when you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying objects.

PTO employees must present a valid PTO employment badge. Contractors must present a valid PTO contractor badge. Family members are required to complete the forms above and a Family Membership Verification Card. The primary member and the family member must sign the Family Member Verification Card.

If you choose to mail the completed forms to the credit union, you will need to have the Identity Verification Form notarized. Your account will not be opened without this notarization or if any one of the forms is returned incomplete. Please be sure to provide a working daytime telephone number where we may reach you.
 
3. Make your starting deposit:

The first available Member Services Representative will open your account. A deposit of $25.00 to your primary share account is required at the time the account is opened. 

To establish your membership, we will need to receive the proper funds for the account in which you are requesting to open. You may send a check or money order for $25.00 made payable to Patent & Trademark Office Federal Credit Union. Your funds will be deposited to your primary share account and must remain in the account as long as the account is opened.

See fee schedule for applicable fees.


 

PDF Version: Membership Application

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