Credit Union Service Accommodation Request Form

Make Your Credit Union Experience More Accessible

Every member deserves equal access to financial services. Whether you need appointment modifications, alternative document formats, or transaction assistance, our Credit Union Service Accommodation Request Form makes it simple to communicate your accessibility needs and ensure you receive the support required for a seamless banking experience.

Why Use This Credit Union Accessibility Form Template?

Credit unions are built on the principle of serving their members, and accessibility is a fundamental part of that commitment. This accommodation request form helps credit unions:

• Demonstrate compliance with the Americans with Disabilities Act (ADA) and similar accessibility regulations
• Provide personalized service by understanding each member's unique accommodation needs
• Streamline the accommodation process with clear, documented requests that route to the right team members
• Build member trust by showing a proactive commitment to accessibility and inclusion
• Reduce friction for members who need accommodations to access financial services

For members, this form provides a dignified, straightforward way to request the accommodations they need without having to explain their situation repeatedly or navigate confusing processes.

Key Features of This Template

This Paperform template is specifically designed for credit unions and financial institutions that want to provide accessible service:

Comprehensive Accommodation Options The form covers the full spectrum of accessibility needs members might have, from appointment scheduling modifications to document format preferences to in-person transaction assistance. This ensures members can request exactly what they need in one submission.

Flexible Document Formats Members can request statements, agreements, and other documents in large print, braille, audio format, electronic screen-reader compatible files, or plain language versions—ensuring financial information is accessible in the format that works best for them.

Appointment Modifications The form captures preferences for appointment timing, location accessibility needs, communication preferences, and any support persons who will accompany the member. This ensures every appointment is set up for success from the start.

Transaction Assistance Options Members can specify what types of assistance they need for deposits, withdrawals, account inquiries, loan applications, and other financial transactions, ensuring staff are prepared to provide appropriate support.

Privacy and Confidentiality Accommodation requests often involve sensitive information. This form treats member privacy seriously and can be connected to your secure systems via Paperform's SOC 2 Type II compliant platform.

Who This Template Is For

This template is ideal for:

• Credit unions of all sizes looking to improve accessibility for members with disabilities
• Banks and community financial institutions committed to inclusive service
• Member services teams who want a systematic way to handle accommodation requests
• Compliance officers ensuring ADA and accessibility regulation adherence
• Branch managers who need to coordinate accommodations across locations

How Paperform Enhances This Template

Paperform makes this accessibility accommodation form more than just a request submission—it becomes part of an integrated workflow:

Conditional Logic for Personalized Experiences The form shows relevant questions based on the type of accommodation requested, making the experience simpler for members and ensuring you collect exactly the information needed for each situation.

Instant Notifications and Routing Use Paperform's native integrations or connect via Stepper (stepper.io) to automatically route accommodation requests to the appropriate team member based on branch location, accommodation type, or urgency level. This ensures requests never get lost in email threads.

CRM and Case Management Integration Connect submissions directly to your member management system, CRM, or case tracking tool. Stepper workflows can create support tickets, update member records, and trigger follow-up tasks automatically, keeping your team coordinated.

Accessible Form Design Paperform forms are built with web accessibility in mind, including keyboard navigation support and screen reader compatibility, ensuring the accommodation request process itself is accessible.

Secure Document Collection If members need to submit supporting documentation (like medical professional recommendations), Paperform's file upload fields keep everything organized and secure in one place.

Follow-up Automation Set up automatic confirmation emails when requests are received, status update notifications as accommodations are arranged, and appointment reminders with accessibility notes included.

Streamline Accommodations with Automation

For credit unions managing multiple accommodation requests, Stepper (stepper.io) can transform this form into a complete accommodation management system:

• Route requests to the right staff member based on accommodation type, branch location, or member segment
• Create calendar events with accessibility notes attached for staff preparing for appointments
• Update member records in your core banking system with accommodation preferences for future interactions
• Generate staff briefings so team members are prepared before the member arrives
• Track response times and ensure accommodations are arranged within your service standards
• Send satisfaction surveys after accommodations are provided to continuously improve the experience

Compliance and Documentation Made Simple

Proper documentation of accommodation requests and fulfillment is essential for ADA compliance. This form creates an audit trail of:

• What accommodations were requested and when
• How the credit union responded
• Whether accommodations were successfully provided
• Member feedback on the accommodation experience

Connect the form to Google Sheets, Airtable, or your compliance tracking system to maintain organized records that demonstrate your commitment to accessibility.

Building a More Inclusive Credit Union

Accessibility isn't just about compliance—it's about ensuring every member can fully participate in their financial life. This Credit Union Service Accommodation Request Form template helps you:

• Remove barriers to financial services for members with disabilities
• Create consistent, professional accommodation processes across all branches
• Demonstrate your credit union's values of inclusion and member service
• Reduce the stress and uncertainty members may feel when requesting accommodations
• Empower staff with clear information about how to support each member

Get Started in Minutes

This template is ready to customize with your credit union's branding, specific accommodation options, and branch locations. With Paperform's doc-style editor, you can easily adjust questions, add your logo, match your brand colors, and embed the form on your website or member portal.

Whether you're implementing a new accessibility program or improving an existing process, this template provides the foundation for accommodation requests that respect member dignity while ensuring your team has the information needed to provide exceptional, accessible service.

Start creating a more inclusive financial experience for all your members with this Credit Union Service Accommodation Request Form template.