Transfer assets (securities or cash) from your account at another institution to
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Forms provided are in PDF format and require that you have Adobe Reader (formerly known as Acrobat Reader) installed on your computer. Forms can be filled out within Acrobat Reader by clicking on form fields. Once completed, print, sign and mail it to us for processing.
Submitting the Transfer Form
Before you can transfer assets you will need to have an existing CFS account in which to place them. If you do not already have a CFS account, please click here to open an account.
Click here to download the Transfer Form, then complete the following steps:
Non-deposit investment products and services offered through CUSO Financial Services, L.P. (Member FINRA/SIPC) are:
• not NCUA/NCUSIF or otherwise federally insured • not guarantees or obligations of the credit union
• may involve investment risk, may lose value