@Anonymous wrote:
I've read through the NFCU tutorial on how to open an account. I've also seen some threads where people were asked to submit other things. I'd love to take care of it all in one trip to my local branch. I already have my Navy League San Diego email confirmations. POI, POR, ID... what else should I bring to try to get it all taken care of in one long visit to the branch?
Federalist,
In my part of the country, NFCU updated their procedures in the branches about processing Navy League and BAE memberships. Basically the branches can not longer process these types of memberships because the branches have to enter an override code and to minimize the CU's risk to fraudulent accounts. The preferred methods of joining are mailing the application is snail mail, emailing, or faxing it in.
If you go to the branch and they process your application themselves, that's awesome and consider yourself lucky. Otherwise fill the application out and the branch will fax it over to membership services for you. Make your ID, SSN, proof of residency, proof of income, and both letters indicating you're a member of the San Diego chapter of the Navy League. Do not lie about anything on the application because the verification department and/or verification will freeze your account and they will close it. Navy Federal doesn't like risk or potential risk. I just got a PM from someone that just had his accounts closed because he tried to add a joint user to his account that had a different address on her I. You said in another thread you wanted to add your wife to your account. My recommendation is have her with you and open a joint account together. Another option is you sponsor her for her membership.
Just remember Navy Federal is a credit union and works just like the government. If you play by NFCU's rules, you are in. This is a golden opportunity to join one of the country's best financial institutions, use it wisely.
Guyatthebeach
