What identification and other information are needed to open a savings account with the Credit Union?
The following information is needed by both the primary and joint owners:
- Full legal name
- Physical address
- Date of Birth
- Valid Driver's License, State issued ID, Military ID, U.S. Passport, or Permanent Resident Card. The name on the ID must match the name on the application.
- Social Security Number
- At least one contact number whether it is cell, home or both.
- Employer (current or most recent)
- Occupation (current or most recent)
To add a beneficiary, you will need to obtain their Social Security Number and birthday.