Open an Account by Mail

There are various ways to open an account at Elevations. You can apply online, visit a branch or open an account by mail. Below, we've included instructions on how to apply for the account you seek by mail.

Open an Account
Open a CU Student Account
Apply for a Credit Card
Open an Educational Savings Account (ESA)
Open or Roll Over an Individual Retirement Account (IRA)
Open a Health Savings Account (HSA)
Open a Simplified Employee Pension Account (SEP)


Open a Personal Account by Mail     


New Members:

If you haven't previously opened an account at Elevations: Open a Savings Account with $25 (your membership share in the credit union) plus additional accounts using the instructions below.
  1. Review the Membership Avenues & Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF)
  3. Mail:
    • Completed application
    • Copy of your photo ID (unexpired driver’s license, military ID, or passport)
    • Savings deposit of $25 or more

Current Members:

Open a new account number by following the New Member instructions above. Add accounts to your existing account number following these 3 easy steps.
  1. Review the Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF)
  3. Mail the completed application to the address below:

        Attention: Operations
        Elevations Credit Union
        P.O. Box 9004
        Boulder, CO  80301


Open a CU Student Account by Mail    


Thank you for your interest in opening an Buff One Banking account at Elevations Credit Union. Please complete the following steps in order to ensure your account is established accurately and efficiently:
  1. Review the Membership Avenues & Membership and Account Agreement (PDF)*
  2. Complete the CU-Student Application (PDF)
  3. Include:
  • Completed application
  • Copy of your photo ID (unexpired driver’s license, military ID, or passport)
  • Savings deposit of $25 or more
  • Mail the completed application to the address below:

    Attention: Operations

    Elevations Credit Union
    P.O. Box 9004
    Boulder, CO  80301


Apply for a Credit Card by Mail     


In order to get an Elevations credit card, you must already have an Elevations account. Once you get this, please print our Visa Application (PDF) and mail it to the address provided.



Open an Educational Savings Account (ESA) by Mail   


Thank you for your interest in opening a Coverdell Education Savings Account (ESA) at Elevations Credit Union. We would be happy to assist you complete the applications to establish a new ESA. Please feel free to call 303.443.4672 or 800.429.7626, or stop by any branch location (not available at CU Service Centers).

Non-Members:

  1. Review the Membership Avenues & Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF) (Select the Savings and the ESA account types)
  3. Complete the appropriate form: Coverdell ESA Application (PDF)
Where the form says "I instruct the credit union to invest this ESA in the following investment" or “ESA Investment Chosen,” indicate your choice from below:

  • SA Savings opening balance $100.00
  • ESACertificate with minimum and opening balance of $100 (indicate 3, 6, 12, 18, 24, 36, 48 or 60-month term)
   4. List your beneficiary information.

  • If you have designated your spouse as less than 50% primary beneficiary, your spouse will need to sign for consent.
  • Retain a copy of the Agreement and Disclosure information for your records.

   5. Complete Application Should Contain:

  • Membership and ESA Applications with Account Owner's Signature signature and date
  • Copy of your photo ID (unexpired driver’s license, military ID, or passport)
  • Savings deposit of $25 or more 
  • Mail the completed application to the address below:

    Attention: Operations
    Elevations Credit Union
    P.O. Box 9004
    Boulder, CO  80301

To arrange a direct transfer or direct rollover from an ESA at another financial institution or a 401k, follow these simple instructions.

Members:

  1. Review the Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF) (Select the Savings and the ESA account types)
  3. Complete the appropriate form: Coverdell ESA Application (PDF)
Where the form says "I instruct the credit union to invest this ESA in the following investment" or “ESA Investment Chosen,” indicate your choice from below:

  • SA Savings opening balance $100.00
  • ESACertificate with minimum and opening balance of $100 (indicate 3, 6, 12, 18, 24, 36, 48 or 60-month term)
   4. List your beneficiary information.

  • If you have designated your spouse as less than 50% primary beneficiary, your spouse will need to sign for consent.
  • Retain a copy of the Agreement and Disclosure information for your records.

   5. Complete Application Should Contain:

  • Membership and ESA Applications with Account Owner's Signature signature and date
  • Copy of your photo ID (unexpired driver’s license, military ID, or passport)
  • Mail the completed application to the address below:

    Attention: Operations
    Elevations Credit Union
    P.O. Box 9004
    Boulder, CO  80301


Open an Individual Retirement Account (IRA) by Mail     


Thank you for your interest in opening an IRA at Elevations Credit Union. We would be happy to assist you complete the applications to establish a new IRA. Please feel free to call 303.443.4672 or 800.429.7626, or stop by any branch location (not available at CU Service Centers).

If you haven't previously opened an IRA at Elevations:

  1. Review the Membership Avenues & Membership and Account Agreement (PDF)*
    (Select the Savings and the IRA account types)
  2. Complete the appropriate form: Membership Application (PDF)
    (Select the Savings and the IRA account types)
  3. Complete the appropriate form: Traditional IRA Application (PDF) or Roth IRA Application (PDF)
  4. Where the form says "I instruct the credit union to invest this IRA in the following investment" or “IRA Investment Chosen,” indicate your choice from below:
    IRA Savings opening balance $100.00
  5. IRA Certificate with minimum and opening balance of $100 (indicate 3, 6, 12, 18, 24, 36, 48 or 60-month term)
  6. On the Roth IRA form, leave the “Internal Traditional-to-Roth IRA Conversion” section blank.
  7. List your beneficiary information.
  8. If you have designated your spouse as less than 50% primary beneficiary, your spouse will need to sign for consent.
  9. Retain a copy of the Agreement and Disclosure information for your records.

Complete Application Should Contain:

  1. Membership and IRA Applications with Account Owner's Signature signature and date
  2. Copy of your photo ID (unexpired driver’s license, military ID, or passport)
  3. Savings deposit of $25 or more

Mail To:

To arrange a direct transfer or direct rollover from an IRA at another financial institution or a 401k, follow these simple instructions.

        Attention: Operations
        Elevations Credit Union
        P.O. Box 9004
        Boulder, CO  80301

Members:

  1. Review the Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF) to establish your IRA account (Select the Savings and the IRA account types).
  3. Complete the appropriate form: Traditional IRA Application (PDF) or Roth IRA Application (PDF)
    1. Where the form says "I instruct the credit union to invest this IRA in the following investment" or “IRA Investment Chosen,” indicate your choice from below:
      • IRA Savings opening balance $100.00
      • IRA Certificate with minimum and opening balance of $100 (indicate 3, 6, 12, 18, 24, 36, 48 or 60-month term)
  4. On the Roth IRA form, leave the “Internal Traditional-to-Roth IRA Conversion” section blank.
  5. List your beneficiary information.
  6. If you have designated your spouse as less than 50% primary beneficiary, your spouse will need to sign for consent.
  7. Retain a copy of the Agreement and Disclosure information for your records

Complete Application Should Contain:

  1. Membership and IRA Applications with Account Owner's Signature signature and date
  2. Copy of your photo ID (unexpired driver’s license, military ID, or passport)

Mail To:

To arrange a direct transfer or direct rollover from an IRA at another financial institution or a 401k, follow these simple instructions.

        Attention: Operations
        Elevations Credit Union
        P.O. Box 9004
        Boulder, CO 80301


Open a Health Savings Account (HSA) by Mail    


Thank you for your interest in opening a Health Savings Account (HSA) at Elevations Credit Union. Please complete the following steps in order to ensure your HSA is established accurately and efficiently:

Non-Members:

  1. Review the Membership Avenues & Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF) (Select the Savings and the HSA account types)
  3. Complete the HSA Application (PDF)
  4. Where the form says "I instruct the credit union to invest this HSA in the following investment," indicate your choice from below:
  • HSA Checking
  • HSA Certificate (indicate 3, 6, 12, 18, 24, 36, 48 or 60-month term)
  • HSA Checking and HSA Certificate of ____ months.
  • List your beneficiary information. List your secondary beneficiaries, if applicable.
  • If you have designated your spouse as less than 50% primary beneficiary, your spouse will need to sign for consent.
  • Sign and date under Account Owner's Signature. Retain the Agreement and Disclosure information for your records.
  • Retain a copy of the Agreement and Disclosure information for your records.

Complete Application should contain:

  • Membership and HSA Applications with Account Owner's Signature signature and date
  • Copy of your photo ID (unexpired driver’s license, military ID, or passport)
  • Savings deposit of $25 or more 
  • Mail the completed application to the address below:

    Attention: Operations
    Elevations Credit Union
    P.O. Box 9004
    Boulder, CO  80301 

To arrange a direct transfer or rollover from another HSA or Archer Medical Savings Account, please fill out the appropriate forms:

Direct Transfer Form (PDF), Rollover Form (PDF)

Members:

  1. Review the Membership and Account Agreement (PDF)*
  2. Complete the Membership Application (PDF) to establish your IRA account (select the Savings and IRA account types)
  3. Complete the HSA Application (PDF)
  4. Where the form says "I instruct the credit union to invest this HSA in the following investment," indicate your choice from below:
  • HSA Checking
  • HSA Certificate (indicate 3, 6, 12, 18, 24, 36, 48 or 60-month term)
  • HSA Checking and HSA Certificate of ____ months.
  • List your beneficiary information. List your secondary beneficiaries, if applicable.
  • If you have designated your spouse as less than 50% primary beneficiary, your spouse will need to sign for consent.
  • Sign and date under Account Owner's Signature. Retain the Agreement and Disclosure information for your records.
  • Retain a copy of the Agreement and Disclosure information for your records.

Complete Application should contain:

  • Membership and HSA Applications with Account Owner's Signature signature and date
  • Copy of your photo ID (unexpired driver’s license, military ID, or passport)
  • Mail the completed application to the address below:

    Attention: Operations
    Elevations Credit Union
    P.O. Box 9004
    Boulder, CO  80301 


Open a Simplified Employee Pension (SEP) by Mail   


Thank you for your interest in setting up an SEP at Elevations Credit Union. Please complete the following steps in order to ensure your SEP is established accurately and efficiently:

  1. Complete the Credit Union SEP Contribution Agreement (PDF)
  2. Bring your completed form to any Elevations branch location or mail it to the following address:

    Attention: Operations
    Elevations Credit Union
    P.O. Box 9004
    Boulder, CO  80301

  3. Instruct your employees to open an Elevations Traditional IRA (or open an IRA yourself if you are self employed).

* The complete Membership and Account Agreement Booklet disclosures are available for review in disclosures.