Thank you for making an appointment with us!
Please select your appointment type below to see what you will need to bring. We look forward to seeing you soon!
New Account
For Ages 18 & Up
Valid Government-Issued Photo ID
Proof of Address if Different from Address on Photo ID
$5 Cash or Check
Youth Account
For Ages 0-17
Minors Social Security Number
Minors Date of Birth
Valid Government-Issued Photo ID for Adults on Minor's Account
Proof of Address if Different from Address on Photo ID
$5 Cash or Check
Representative Payee Account
Social Security Administration Award Letter (Appointing Representative Payee)
Social Security Number of Beneficiary (the individual the benefits are received for)
Valid Government-Issued Photo ID of Representative Payee
Proof of Address if Different from Address on Photo ID
$5 Cash or Check
Trust Accounts
Valid Government-Issued Photo ID for all Trustees (All trustees must be present - successor trustees not required)
Proof of Address if Different from Address on Photo ID
Copy of Trust (Revocable Trust only - we do not offer Irrevocable Trust accounts)
$5 Cash or Check
Organization Account
EIN Number from IRS for Organization
Letter of Authority on Who Can Transact for Organization
Valid Government-Issued Photo ID of all Signers on Account
Proof of Address if Different from Address on Photo ID
$5 Cash or Check
Collateral Loans / Personal Loans / Credit Cards
Valid Government-Issued Photo ID
Most Recent Paycheck Stub
Information for Collateral if Known (Year, Make, Model, VIN)
Home Equity Loans
Valid Government-Issued Photo ID
Two Most Recent Paycheck Stubs
Copy of Homeowners Insurance Policy
Copy of Mortgage Statement