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Navy Federal Publications

Financial Reports

Annual Reports

2007 Annual Report Video — A Promise Delivered

Financial Reports

Member Publications

Home Port^®

Personal Finance
	Monthly Budget Chart—Dollar Discipline Works!
	Personal Money Management Quiz
	Your Money—Making It Work for You
	Getting Out Of Debt
Products and Services
	eBrochures
Applications and Forms
	Membership Application
	Membership Application for Minor
	Combined Certificate Application
	Education Savings Account (ESA)
	Letter of Revocation - Power of Attorney
	Roth, Simplified Employee Pension (SEP) and Traditional IRAs
	ACH - Automatic Funds Transfer Authorization
	Forgery Affidavit for Checking/Checking Protection (LOC) Checks
	Affidavit of Forgery/Fraud
	Written Statement Under Penalty of Perjury for Unauthorized/Improper ACH Debit Activity
	Navy Federal Online Account Access Service Application, Agreement and Disclosure Statement

Annual Reports

2009 Annual Report — Honoring Tradition (4.0mb)

2008 Annual Report — Moving Forward With Strength & Vision (484kb)

2007 Annual Report — A Promise Delivered (965kb)

2006 Annual Report — Generations of Trust (2.0mb)

2005 Annual Report — Day to Day SOLUTIONS (3.3mb)

2004 Annual Report — SERVICE: Our Measure of Success (2.7mb)

2003 Annual Report — Because Members Count (3.7mb)

Financial Reports

Navy Federal's Statement of Financial Condition — 2nd Quarter, 2010 (17kb)

Navy Federal's Statement of Income — 2nd Quarter, 2010 (48kb)

Home Port

Fall 2008 (4.7Mb)

Summer 2008 (2.3Mb)

Winter 2008 (766Kb)

Personal Finance

Monthly Budget Chart—Dollar Discipline Works! (56kb)

Personal Money Management Quiz (137kb)

Getting Out of Debt (8.0Mb)

Your Money—Making It Work for You (9.6Mb)

Applications and Forms

Membership Application (2.78Mb)

Print the application and fill it out completely. Be sure to sign the application and enclose a $5.00 check payable to Navy Federal Credit Union before mailing to:

Navy Federal Credit Union
PO BOX 3000, Merrifield, VA 22119-3000

Membership Application for Minor (840kb)

Combined Certificate Application (69kb)

Print the application and fill it out completely. Be sure to sign the application and mail to:

Navy Federal Credit Union
ATTN: Share Certificate/IRA Branch
PO BOX 3001, Merrifield, VA 22119-3001

Education Savings Account (ESA) (124kb)

Print the application and fill it out completely. Be sure to sign the application and mail it to:

Navy Federal Credit Union
ATTN: Share Certificate/IRA Branch
PO BOX 3001, Merrifield, VA 22119-3001

Letter of Revocation - Power of Attorney (27kb)

Print the application and fill it out completely. Be sure to sign and date the letter and fax to:

Navy Federal Credit Union
fax: 703-206-2258

Forgery Affidavit for Checking/Checking Protection (LOC) Checks (724kb)

Member Consent and Authorization to Financial Information (732kb)

Print the two forms above and fill them out completely. Be sure to notarize the forms and mail to:

Navy Federal Credit Union
P.O. Box 2464
Merrifield, VA 22116

Note: To expedite the process, you can fax the form first, but you must also mail the original.

Fax: 703-206-2258

Affidavit of Forgery/Fraud (724kb)

Member Consent and Authorization to Financial Information (732kb)

Print the two forms above and fill them out completely. Be sure to notarize the forms and mail to:

Navy Federal Credit Union
P.O. Box 2464
Merrifield, VA 22116

Note: To expedite the process, you can fax the form first, but you must also mail the original.

Fax: 703-206-2258

Roth, Simplified Employee Pension (SEP) and Traditional IRAs

Roth IRA Packet (151kb)

SEP Packet (172kb)

Traditional IRA Packet (282kb)

2008-2009 Traditional and Roth IRA Disclosure Amendment (65kb)

IRA Transfer or Direct Rollover Form (37kb)

Traditional/SEP IRA Required Minimum Distribution (RMD) Form (35kb)

Important Information about Required Minimum Distributions (RMD) from a Traditional/SEP IRA (99kb)

Change of Beneficiary for Individual Retirement Trust Account (34kb)

IRA/ESA Rollover Designation Form (32kb)

Roth IRA Conversion Form (89kb)

Navy Federal Credit Union
ATTN: IRA Branch
PO BOX 3001, Merrifield, VA 22119-3001

ACH - Automatic Funds Transfer Authorization (820kb)

Print the authorization form and fill it out completely. Be sure to sign the authorization form and mail to:

Navy Federal Credit Union
PO BOX 3000, Merrifield, VA 22116-9755

Written Statement Under Penalty of Perjury for Unauthorized/Improper ACH Debit Activity (25.4 kb)

Navy Federal Online Account Access Service Application, Agreement and Disclosure Statement (782 kb)

Print the application and fill it out completely. Be sure that you and the authorized user, if applicable, sign the application and mail it to:

Navy Federal Credit Union
PO BOX 3001, Merrifield, VA 22119-3001