| Select Employer Group
PLEASE PRINT THIS APPLICATION. This is an application of the credit union named below to add the following named select group to its field of membership. The application form must be completed fully or it will be returned to the credit union for completion and resubmission. The Division reserves the right to request additional information relating to the field of membership expansion, as provided by rule 1301:9-2-17 of the Ohio Administrative Code. Please print or type all answers.
To assist in the application process, a credit union may verify the proposed select group is already in another credit union's field of membership by calling the Division's Corporate Section at (614) 728-8400.
Section 1
Name of applicant Credit Union: Telhio Credit Union Address: 96 North Fourth Street, Columbus, OH 43215-9720 Contact Person: BJ Stone, Business Development Manager Phone Number: (614) 221-3233 x 8194
Section 2 Complete legal name of the select group (For example, a corporation should use the legal name of the corporation as set forth in its Articles of Incorporation)
________________________________________________________________________ DBA (doing business as) if applicable
_________________________________________________________________________ Street Address:
_________________________________________________________________________ City: State: Zip: _________________________________________________________________________
I, ____________________________________________________________________, as authorized representative of the above-name select group, hereby request service from the applicant credit union on behalf of the select group, and certify that the above-named select group (check one) ____ is or ____ is not currently being served or is eligible to be served by another credit union.
__________________________________________________________________________ Signature of Authorized Representative Date Phone Number
Section 3 The common bond for the select group must be either occupation or association. A common bond of occupation exists when the member of the group are employed by a single employer. A common bond of association exists when the members of the group belong to a sign organization, club or association. The proposed select group's common bond is (check one) ____ occupational or ____ associational
Section 4 What is the approximate number of persons in the proposed select group? ________
Section 5 How many people in the proposed select group are likely to become members of the credit union? ________
Section 6 What is the distance between the select group's work/meeting place and the nearest credit union office? ________ mile(s) The nearest office is the ____ home office or ____ a service facility/branch
Please give the address on the nearest credit union office to the group IF IT IS NOT THE HOME OFFICE: ____ East Office: 201 Outerbelt Street, Columbus, OH 43213 ____ North Office: 54 West Wilson Bridge Road, Worthington, OH 43085 ____ West Office: 3580 Fishinger Blvd, Hilliard, OH 43026 ____ Northland Office: 1681 Morse Road, Columbus, OH 43229 ____ Website: www.telhio.org
Section 7 Will the credit union be offering payroll deduction services to this group? ____ yes or ____ no
Section 8 Does the addition of this select group involve expansion of the credit union's services beyond the boundaries of the State of Ohio? _____ yes or ____ no If yes, please list which state(s) would be affected:
__________________________________________
| FOR CREDIT UNION USE ONLY |
I, the undersigned officer of the above-named credit union, do hereby certify to the Ohio Division of Financial Institutions that by and affirmative vote of ______ of the Board of Directors at a meeting, at which quorum was present, held on the _______ day of _________, 20___, a resolution was approved authorizing the above-named select group to be included within the credit union's field of membership. _____________________________________________________________________ Signature Title Date |
Please allow 4-6 weeks for approval of your application. PLEASE PRINT THIS APPLICATION, SIGN AT THE APPROPRIATE PLACE AND MAIL TO: Telhio Credit Union, Business Development 96 North Forth Street, Columbus, OH 43215
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