Member Appointment Checklists

Click on topic that interests you to access the checklist and other need-to-know information

  • Checklists

Whether you’re wanting to become a new member or applying for credit, we’re looking forward to getting to know you and getting a better understanding of how we can help you achieve your goals.

We’ve created Member Appointment Checklist to help prepare for a meeting and make the most of our time together. 

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​New Membership Checklist

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​Student Line of Credit Checklist

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​Car Loan Checklist

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​MeritLine Checklist

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​Personal Loan Checklist

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​Mortgage Checklist