Switch Kit

What type(s) of account(s) are you interested in opening? Individual Joint Trust Minor (joint w/parent) Minor (CUTMA - California Uniform Transfers to Minor Act) Other

Other description

Federal law requires all financial institutions to obtain, verify and record information that identifies persons and entities who open an account or apply for a loan.

When you open an account or apply for a loan, we will ask for your legal name, physical address, identification number (i.e. Social Security Number or Employer Identification Number) and other information that will allow us to identify you. We will also ask to see your driver’s license and/or other identifying documents.

Signer

Name (First Name, Middle Initial, Last Name) Social Security Number Street Address City State Zip Code Mailing address is different than street address.

Mailing Address City State Zip Code

Phone Number Email Address Driver's License Number State of Issuance Date of Issuance Date of Expiration Birth Date City of Birth Mother's Maiden Name Employer Name Occupation Account Relationship / Title How Did You Hear About Us?

If you have additional Signers please add them using the controls below...

Account and Service Interests

What types of accounts are you interested in? Checking Savings Money Market Certificate of Deposit Loan/Line of Credit IRA

What types of services are you interested in? Online Banking with Bill Pay Automatic Transfers Visa® Debit Card Visa® Credit Card Loan/Line of Credit

Documentation

Please provide the following documentation when opening your account (if applicable):

Trust Accounts Certification of Trust Form (Bank Provided)

Executor/Administrator/Estate Accounts Letters of Testamentary - Executors Letters of Administration - Administrators