Accounts can be opened as individual, joint or business. You will need the following information for individual and joint accounts:
To add a beneficiary to the account you will need their Social Security Number (SSN), EIN or ITIN.
Under the USA Patriot Act, all financial institutions are required to obtain, verify and record information that identifies each person who opens an account. When you open an account with Credit Union, we will ask for your name, address, date of birth, and other identifying information.