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Financial Partners

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  • BANK
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    on new Platinum and Platinum Rewards Mastercard
  • BORROW
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    for New and Used Vehicles
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Financial Partners
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  • Bank
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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
  • APEX Member Rewards 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 and Auto 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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