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Get Personal Accounts Application
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How to fill out the Personal Accounts Application online
This guide is designed to provide clear and concise instructions on how to complete the Personal Accounts Application online. Whether you are opening a checking account or a savings account, this step-by-step guide will assist you in completing the application.
Follow the steps to successfully fill out your application.
- Click ‘Get Form’ button to access the application and open it in your browser.
- Indicate the account types you would like to open by checking all applicable boxes, such as Checking, Savings, or Certificates of Deposit.
- Fill out the applicant information section, including your last name, first name, middle initial, Social Security Number, date of birth, physical address, city, state, zip code, mailing address (if applicable), primary phone number, cell phone number, email address, occupation, employer name, and employer phone number.
- Provide identification information by submitting two forms of ID, ensuring that one has a photo. Choose from options like a driver’s license, government ID, or passport, and fill in the ID details including the issuing authority, issue date, ID number, and expiration date.
- Complete the joint applicant information section if applicable, providing similar details as required for the primary applicant.
- Decide if you would like to enroll in online banking and bill pay by checking the respective boxes, and provide an email address for these services.
- Select your preferred security question and provide the corresponding security answer to protect your online account.
- Indicate if you would like to receive eStatements, noting that if you opt for eStatements, you will not receive paper statements.
- In the other services section, check any additional services you would like to enroll in, such as ATM/debit card or overdraft protection.
- After completing all sections of the application, review your entries for accuracy and completeness before finalizing the application process.
- Save your changes and download or print the application for your records, or share it if necessary.
Complete your Personal Accounts Application online today for a smooth banking experience.
Filling out the application form requires attention to detail. Start with your personal information, such as your name and contact details, and proceed to complete the specific sections outlined in the form. Using uslegalforms can help you with tips and templates that facilitate filling out your Personal Accounts Application correctly and quickly.
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