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Applying to NFCU through deceased family member?

Established Contributor

Re: Applying to NFCU through deceased family member?

Congratulations! Robot Very Happy


Message 31 of 37
Established Contributor

Re: Applying to NFCU through deceased family member?

Well...this thread piqued my interest so I decided to join NFCU.  I called and a pleasant CSR took all the relevant information, then informed me of my Access Number, temporary user name, and temporary password.  As she was wrapping up I accidentally hit a button on my laptop (I was using Google Hangouts to call from my laptop) and disconnected the call.  Not wanting to appear rude I called back, and another CSR looked over my account and said everything appeared good to go.  Then she said I will receive a paper application in the mail to fill out and return to them. Is that standard procedure for a phone application?

 

I've logged in to the account and changed my username and password but before I start transferring more than just the minimum deposit I'd like to know if the app process is complete.  I don't plan on applying for any credit products right now; just maintain a savings account for the next few months.

08/20/17 FICO 8: EQ 663; EX 644; TU 643
06/01/18 FICO 8: EQ 752; EX 726; TU 728


Message 32 of 37
Established Contributor

Re: Applying to NFCU through deceased family member?


@MaizeandBlue wrote:

Well...this thread piqued my interest so I decided to join NFCU.  I called and a pleasant CSR took all the relevant information, then informed me of my Access Number, temporary user name, and temporary password.  As she was wrapping up I accidentally hit a button on my laptop (I was using Google Hangouts to call from my laptop) and disconnected the call.  Not wanting to appear rude I called back, and another CSR looked over my account and said everything appeared good to go.  Then she said I will receive a paper application in the mail to fill out and return to them. Is that standard procedure for a phone application?

 

I've logged in to the account and changed my username and password but before I start transferring more than just the minimum deposit I'd like to know if the app process is complete.  I don't plan on applying for any credit products right now; just maintain a savings account for the next few months.

 

I never had to fill out a paper application? I did have to send back the "signature" sheet that they mailed to me.

Penfed gold 10k Penfed Promise 10K Home depot 7K Wayfair 8500 Macys 5K Amazon prime 6000 Walmart 6000 Citi simplicty 2800 NFCU rewards 2500 Discover 1500 AMEX 1000 AMEX hilton 1000
FICO 8 TU 724 EXP 724 EQ?
Message 33 of 37
Established Contributor

Re: Applying to NFCU through deceased family member?

Thanks...perhaps the CSR was referring to the signature card when she mentioned a paper application.

 


 wrote: 

I never had to fill out a paper application? I did have to send back the "signature" sheet that they mailed to me.


 

08/20/17 FICO 8: EQ 663; EX 644; TU 643
06/01/18 FICO 8: EQ 752; EX 726; TU 728


Message 34 of 37
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Established Contributor

Re: Applying to NFCU through deceased family member?

Thats probably it, there is the signature card and benificiary information to be filled out.

Penfed gold 10k Penfed Promise 10K Home depot 7K Wayfair 8500 Macys 5K Amazon prime 6000 Walmart 6000 Citi simplicty 2800 NFCU rewards 2500 Discover 1500 AMEX 1000 AMEX hilton 1000
FICO 8 TU 724 EXP 724 EQ?
Message 35 of 37
Established Contributor

Re: Applying to NFCU through deceased family member?

Another question Smiley Happy How long  before I get some official confirmation of membership like a welcom email or welcome package in the mail?  I'm reluctant to make any financial moves without such confirmation.  Thanks.

 

 

08/20/17 FICO 8: EQ 663; EX 644; TU 643
06/01/18 FICO 8: EQ 752; EX 726; TU 728


Message 36 of 37
Established Contributor

Re: Applying to NFCU through deceased family member?

Never mind; got the answer to my question Smiley Very Happy

 

Received a "Welcome to the Navy Federal Family" email about a minute ago so I feel much more comfortable about initiating financial transactions now.

08/20/17 FICO 8: EQ 663; EX 644; TU 643
06/01/18 FICO 8: EQ 752; EX 726; TU 728


Message 37 of 37