New Account Application

Please provide all the requested information. When you have completed the form, press the Submit button to send your application. You will hear from us in two to four working days.

Required fields are marked with an asterisk *
Individual Account Joint Account 
Other (explain) 


Applicant 
First Name* 
 
Last Name* 
 
Address 
 
City 
State/Province 
ZIP/Postal Code 
 
Country 
Employer Name 
Social Security Number* 
- -
Date of Birth 
 (mm/dd/yyyy)
Home Phone 
 
Home E-mail 
Work Phone 
 
Work E-mail 

Drivers License
Number  
State   

Best Time to Call
Daytime  
Evenings  
Co-Applicant 
First Name 
 
Last Name 
 
Address 
 
City 
State/Province 
ZIP/Postal Code 
 
Country 
Employer Name 
Social Security Number 
- -
Date of Birth 
 (mm/dd/yyyy)
Home Phone 
 
Home E-mail 
Work Phone 
 
Work E-mail 

Drivers License
Number  
State   

Please open the following accounts:
 
Advantage Checking Account
Basic Checking Account
Classic Checking Account
 Super NOW Checking Account
Money Market Checking Account
Savings Account
Comments

I/we authorize Schertz Bank & Trust to obtain credit reports on me/us from time to time. I/We understand that Schertz Bank & Trust will use the credit reports in evaluating my/our credit worthiness for various credit products offered by the institution.   

Certification and Agreement

Please select either section (1) or (2) below: 

(1) The number(s) shown in this application is/are the correct taxpayer identification number(s) and I/we am/are not subject to backup withholding as a result of failure to report all interest or dividends, or the IRS has notified me/us that I/we am/are no longer subject to backup withholding.   

(2) The number(s) shown in this application is/are the correct taxpayer identification number(s) and I/we have been notified by the IRS that I/we are subject to backup withholding as a result of failure to report all interest or dividends.    

(3) I/we agree to be bound by the provisions of the applicable disclosure(s) for products I/we have selected. Schertz Bank & Trust will furnish such applicable disclosure(s) to me/us within the timeframe(s) prescribed by regulation and I/we will inform Schertz Bank & Trust if I/we do not receive full disclosure(s).   

   
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