To help you navigate the account-opening process at your local branch, here's what you'll need to have on hand:
✓ Two forms of identification:
- ONE primary ID*: Driver’s license, state ID card, passport, military photo ID or other government-issued photo ID
- ONE secondary ID: Social Security card, credit or debit card, account statement from another financial institution, insurance card, birth certificate, pay stub, current student ID, utility bill, union membership card, voter registration card, W-2, tax return or lease agreement
✓ Personal information:
- Full legal name
- Date of birth
- Social Security number
- Address (physical and mailing)
- Phone number (cell, home and work)
- Email address
If you’re opening a joint account – an account shared between two or more people – you will need to provide the above personal information for each account holder. To complete the account-opening process, each account holder will need to be present to provide his/her two forms of ID and signature.
✓ A minimum deposit (amount depends on the account you choose)
✓ A security question and answer, to attach an extra layer of security to your account
✓ OPTIONAL: Beneficiary information, including the beneficiary’s full name, birthdate and address, to ensure your money goes where you want it to should you pass away.
*NOTE: If primary identification is less than 60 days old, address verification is required. Acceptable forms of address verification include: