Life Events and Your Bank Accounts
When life gives you lemons…or when life is a bowl of cherries.
Many events of life are celebrated. Some are muddled through. Whether your latest development is as exciting as a wedding or new baby or as challenging as a move or divorce, we can make it go more smoothly.
Opening a New Account
Life Event: Moving from another bank, Opening an account for your new baby, Switching from another bank
What do you need?
- Current picture ID such as valid Driver's License with current address
- OR a State ID with current address that is at least 90 days old,
- OR valid, current Passport.
- Proof of social security number and birth date
- Minors should provide: a Driver's License, school ID or birth certificate.
Changing Name/Adding a Name to an Existing Account
Life Event: Marriage, Divorce, Changing to a joint account
What do you need?
- Proof of new name (divorce decree, marriage license, updated identification card or driver's license)
- When adding a name to an account, person joining the account must show proof as if they are opening a new account (above). Both parties must complete and sign a form to complete the change.
- You must come into the branch to authorize these types of changes.
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