Downloads

Downloads


Member Referral Program Forms
MRP Referral Form 1596

If you do not have access to the Member Referral Program online through the Central Portal System, download and print out this form. If you are making a referral to a credit union outside BC or Ontario, download and print out this form.

PDF
0.11 MB
MRP Verification Form

When a referred member has set up an account with your credit union, please complete this form and send to Central 1 Marketing. This allows us to verify that the referral has been completed and to track members and money retained within the credit union system.

PDF
0.08 MB
CPS Modification/Deletion Request Form 2035

Credit union or branch Security Officers must complete this form to update your profile and allow you to assign the Member Referral Program to appropriate Central Portal System users.

PDF
0.25 MB
   

Downloads


Member Referral Program Resources
MRP Coordinator Guide

This resource outlines the main responsibilities of an MRP Coordinator.

PDF
0.35 MB
Staff Referral Guide

This resource offers detailed step-by-step instructions on how to send and receive member referrals. An excellent resource to distribute to your front line staff.

PDF
0.27 MB
BC: Bulletin Notice [October 2010]

MRP Coordinators - this document contains important information about recent changes to the Member Referral Program. You can print and post in the staff room to inform branch staff.

DOC
0.13 MB
BC: Email & Intranet Announcement [October 2010]

MRP Coordinators - this document contains important information about recent changes to the Member Referral Program. You can email or post on the company intranet to inform branch staff.

DOC
0.13 MB
Ontario: Bulletin Notice [July 2010]

MRP Coordinators - this document contains important information that you print and post in the staff room to inform branch staff about the Member Referral Program. Areas to be customized with your branch information are highlighted in yellow.

DOC
0.13 MB
Ontario: Email & Intranet Announcement [July 2010]

MRP Coordinators - this document contains important information that you can email or post on the company intranet to inform branch staff about the Member Referral Program. Areas to be customized with your branch information are highlighted in yellow.

DOC
0.12 MB