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Forms and Disclosures

Helpful documents to manage your Financial Partners account

Forms

  • Account Reconciliation Sheet
  • Affidavit of Forgery
  • Address Change Form
  • Automatic Transfer Request
  • Beneficiary Designation Form
  • Credit Card Balance Transfer Request Form
  • Joint Owner Designation
  • Membership Application
  • Notification of Disputed Charge-MasterCard
  • Notification of Disputed ATM Withdrawal Transaction
  • Notification of Disputed Person-to-Person Payment
  • Unauthorized Debit Form

Disclosures

Privacy Disclosures

  • California Privacy Form
  • Privacy Policy

Card Disclosures

  • Financial Partners Credit Card Disclosures
  • Mastercard Agreement
  • Mastercard® Guide to Benefits for Cardholders
  • EZ Card Terms and Conditions
  • Partnership Points Terms and Conditions
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Better Banking.

Financial Partners provides solutions for every stage of your financial life — from Savings to Checking Accounts, to Auto Loans and Home Loans.
With branches from San Francisco to San Diego, as well as access via Digital Banking, we are convenient and available 24/7!

Make the Switch today!

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Routing number: 322275157



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