Looking for a particular form?

Here you will find some useful forms to help with your day-to-day finances. This page will continually be updated as more forms become available online.

• Autopay Registration/Cancellation Form — Use this form to authorize Alero Financial to initiate or cancel an ACH origination from another financial institution to pay your monthly Alero loan payment.
  
• Visa Debit Signature Transaction Dispute Form — Use this form to dispute charges on your Visa credit or debit card. Please add the requested information, print, sign and then email the form to our Operations Department. 
• Reconciliation Form — Use this form to reconcile your Alero Financial account. If you have a question about your statement, please call us at 1-800-359-1939.
  
• Overdraft Protection Opt-in Form — Use this form if you would like Alero Financial to authorize and pay overdrafts on everyday Visa debit card signature transactions.
  
• Direct Deposit — Use this form to request automatic deposits such as payroll to your Alero account.
  
• Balance Transfer Request Form – Use this form to request a balance transfer from your other financial institution to your Alero Financial Visa credit card.
• Premium Overdraft Opt Out Form - Use this form to request to opt out of our Premium Overdraft on your Alero Financial checking account.
• Photo & Video Release Authorization (Online Form) - Use this form to grant permission for Alero Financial to use your photo, video, or likeness for marketing and promotional purposes.

Funds Transfer Forms

• Funds Transfer Agreement — This form will be used to validate information and help us protect against unauthorized use.
  
• ALL SECTIONS of the Funds Transfer Agreement must be completed. The transfer will not be processed until the entire form is completed. You may indicate the frequency or that it is a one-time transfer, but be advised that each time a transfer is requested, a new Funds Transfer Agreement must be completed.
  
• Domestic Wire Request (includes Puerto Rico) — This form is to request an outgoing domestic wire transfer from your account.
  • The cut-off time to process a domestic wire transfer is 3:30 p.m. CST. There are no exceptions.
    
• International Wire Request — This form is to request an outgoing international wire transfer from your account.
  • The cut-off time to process an international wire transfer is 2:30 p.m. CST. There are no exceptions.