- Certificate Account Overview
- Certificate Account Ladder Calculator
- Certificate Account Instructions Form
Use the Certificate Account Instruction Form to:
- Reinvest or distribute funds from a maturing certificate account (please complete the Certificate Account Closeout section below)
- Withdraw dividends from your certificate account (please complete the Certificate Account Dividends Withdrawal section below)
Since this is a secure form, all your account information is protected.
Special instructions regarding our 140-day certificate account promotion: If you are reinvesting funds into our 140-day certificate account, please enter “Promo” in the applicable “month term” field below.
Please note: If you would like to add a joint owner or beneficiary to your certificate account, please call our Contact Center at 845.463.3011 / 800.468.3011, or visit any of our branches. Additionally, if you are providing instructions for more than one certificate account, you will need to submit the form below for each of those accounts.