Form 97Ci – Fill Out and Use This PDF

In A. My Current Information, enter your Name (First, MI, Last, Suffix), Access Number and Social Security No. (SSN).

In B. My New Information, only complete information that is changing: for a new name, enter Name (First, MI, Last, Suffix) and mark Mr., Ms., Mrs., Miss or Prefer not to say. For a new address, enter Current Home Address: Street (Cannot Be a Post Office Box), City, State and ZIP Code.

Enter the Mailing Address: Street, City, State and ZIP Code, if different from the Current Home Address, whose Street Cannot Be a Post Office Box.

Enter Date of Birth (MM/DD/YYYY), Social Security No. (SSN) or ITIN, Mobile Phone Number, Other Contact Number and Email Address.

2 By providing a mobile number, you are granting Navy Federal permission to place automated, prerecorded, or artificial-voice non-marketing calls and text messages to that number. Messaging and data rates from your carrier may apply. Message frequency may vary.

In C. My Employment Information, enter Employer's Name, Job Title/Rank, Rate and Re-enlistment/EAOS Date (MM/DD/YYYY) (if applicable).

Mark DOD Military, Civilian DOD Employee, Non-DOD Civilian Employee, Retired, but Employed, Fully Retired or Not a Wage Earner.

Sign on the Requester's Signature (required) line and enter the Date (MM/DD/YYYY).

The Tax Certification does not apply if you have checked the box (By checking this box, you certify that you are not a U.S. citizen or a green card holder and that you have completed form W-8BEN).

Under penalty of perjury, you certify that (1) the SSN/ITIN provided is correct, (2) you are not subject to backup withholding, and (3) you are a U.S. Citizen or U.S. resident alien.

The FATCA code certification does not apply. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.

1 Changing your name, date of birth, and/or SSN or ITIN requires additional documentation.

For a Social Security Number change, provide 1 of these: Social Security Card, or Other Documentation With Full SSN From Social Security Administration.

For a Date of Birth change, provide 1 of these: Birth Certificate, or Driver's License/Government/State-Issued Photo ID.

Full Name Change 3: provide 1 from each category. Photo ID with new name: Driver's License/Government/State-Issued Photo ID. Second document with new name: Court Document or Social Security Card. Proof of previous name: Marriage License, Divorce Decree or Court Document.

Last Name Only 3: provide 1 from each category. Proof of previous last name: Marriage License, Divorce Decree or Court Document. Proof of new last name: Driver's License/Government/State-Issued Photo ID.

3 An applicable Court Order may be used.

Fax completed form to 703-206-4600, ATTN: “Membership Administration.”

Mail: Send completed form and photocopy of supporting documents to Navy Federal Credit Union, PO Box 3002, Merrifield, VA 22116-9887.

Online: Sign in to Online Banking, click on Envelope Icon to open Message Center, click on Edit Icon, in the drop down of “I have a question about,” select “General”, in the drop down for “Reason,” select “Add/Remove Joint Owner”, in the “Message” box, type in a message, and attach completed 97CI and any supporting documents.

Branch: Go to navyfederal.org/branches-atms/index.php to find your closest branch office.

By signing, you acknowledge receipt of and agree to all terms and conditions in the Important Disclosure booklet and all other disclosed terms and conditions of all accounts and services that you may receive at Navy Federal. Navy Federal may restrict or suspend your access to products or services if you engage in conduct that is abusive to the credit union or its membership.

You acknowledge that your property may be transferred to the appropriate state (i.e., “escheated”) if there has been no activity on any of your accounts within the time period specified by state law.

Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account, including joint owners and authorized signers. It may be necessary for Navy Federal to restrict account access or delay the approval of loans pending further verification of your identity or documentation related to your eligibility.

You authorize Navy Federal to obtain a consumer credit report to evaluate your creditworthiness so that you may be considered for other Navy Federal products and services. You understand these reports may be used in decisions to deny account applications, close accounts, and/ or restrict accounts or services.

You pledge to Navy Federal a statutory lien in your shares and dividends on deposit in all joint and individual accounts and any monies held by Navy Federal now and in the future, to the extent of any loan made and any charges payable. The statutory lien does not apply to shares in any Individual Retirement Account.

You pledge to Navy Federal a security interest in the collateral-securing loan(s) that you have with Navy Federal now and in the future, not to exceed the unpaid balance of the loan. This security interest in collateral-securing loans does not apply to any loan(s) on your primary residence.

You authorize Navy Federal to transfer funds from any accounts in which you have an ownership interest to correct a negative or overdrawn amount on any account on which your name appears. This authorization applies to all funds you voluntarily deposit into Navy Federal accounts, including Social Security funds, as permitted by law.