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New Joint Membership Under Formal Trust

Complete the requested information below and click the "Continue" button and the information you entered will be automatically entered into a print-ready form. Please print and sign both forms and mail them to us at Star One Credit Union, P.O. Box 3643, Sunnyvale, CA 94088-3643, Attention: Account Services.

Please include a copy of your valid ID, an opening deposit of $50.00 and a photo copy of the Certification of Trust by Trustee document. All new accounts are subject to verification through a consumer reporting agency.

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you:
When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
 

ELIGIBILITY INFORMATION

I hereby apply for membership in Star One Credit Union. I am eligible because:
I am an
employee of:
 
or
 
I am related to:
 
Member Number:
 
Relationship:
Note: If deleting or adding to a current membership, choose "Existing member" from this dropdown list.
 
or
 
I live or work in Santa Clara County.
 
Irrevocable Trust:
  All trustees are members
All beneficiaries are members
 

ADDITIONAL SERVICES

Please check if you want a Star One Checking Account {Visa Debit Card (s) will be issued}
Please check here if you want free access to our Touchtone Teller and Online Banking services

Name of Trust:
Date of Trust:  
 
Revocable Trust
Irrevocable Trust
 

TRUSTOR #1

Last:
Suffix:
First:
Middle Name/Initial:
Check here if Trustor's name is same as the Trustee #1 name

TRUSTOR #2

Last:
Suffix:
First:
Middle Name/Initial:
Check here if Trustor's name is same as the Trustee #2 name
 

TRUSTEE #1

Last:
Suffix:
First:
Middle Name/Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
City and State:
,
Country:
USA Other 
Zip Code:
Mailing Address: (if different from street address)
City and State:
,
Country:
USA Other 
Zip Code:
Home Telephone Number
Area Code:
 Phone Number:
Business Telephone Number
Area Code:
 Phone Number (include ext. if applicable):
E-Mail Address:
Employer:
Employee Number:
Employer Address:
Occupation:
I.D. or Drivers License
Number (Include State):
,
Secret Password (Used by Star One for additional means of authorized Account Holder identification) Note: maximum characters: 18
 

TRUSTEE #2

Last:
Suffix:
First:
Middle Name/Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address

City and State:
,
Country:
USA Other 
Zip Code:
Mailing Address (if different from street address):
City and State:
,
Country:
USA Other 
Zip Code:
Home Telephone Number
Area Code:
 Phone Number:
Business Telephone Number
Area Code:
 Phone Number (include ext. if applicable):
E-Mail Address:
Employer:
Employee Number:
Employer Address:
Occupation:
I.D. or Drivers License
Number (Include State):
,
 

SUCCESSOR TRUSTEE

Last:
First:
Middle Name/Initial:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address

City and State:
,
Country:
USA Other 
Zip Code:
Mailing Address (if different from street address):
City and State:
,
Country:
USA Other 
Zip Code:
 

BENEFICIARY INFORMATION

Beneficiary Name (1)
Last:
First:
Middle Name/Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address
City and State:
,
Country:
USA Other 
Zip Code:
Mailing Address (if different from street address):
City and State:
,
Country:
USA Other 
Zip Code:
Relationship:
Beneficiary Name (2)
Last:
First:
Middle Name/Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address
City and State:
,
Country:
USA Other 
Zip Code:
Mailing Address (if different from street address):
City and State:
,
Country:
USA Other 
Zip Code:
Relationship:
 

Trust Agreement and Certification of Trust

Each Trustor/Trustee warrants and agrees as follows:
1.
A valid living Trust has been established under applicable law and currently exists.
2.
At least one Trustor of a Revocable Trust must be a member of the Credit Union. All Trustors or all named beneficiaries of an Irrevocable Trust must be members of the Credit Union.
3.
Trustee agrees to notify the Credit Union in writing of any change in Trustees for the Trust.
4.
The Credit Union is under no obligation to administer the Trust, act as a Trustee, or inquire as to the powers and duties of any Trustee. The Credit Union may, however, withhold payment of funds to any party until satisfactory evidence of authority is produced.
5.
The Credit Union may rely on the authority of any Trustee until it receives written notice of revocation of the Trust or termination of Trustee's authority. The Credit Union may release funds or rely on the direction of any one Trustee acting alone unless the Credit Union agrees in writing that consent of more than one Trustee is required.
6.
The Trust and the Trustees will indemnify and hold the Credit Union harmless from any claim, damage, or loss arising from the unauthorized acts of any Trustee or former Trustee unless a Successor Trustee notifies the Credit Union in writing prior to the unauthorized acts.
7.
All accounts held in the name of the Trust will be governed by this Agreement, the Membership Application and Account Card, and by the terms of the Credit Union's Membership and Account Agreement and Disclosures as amended from time to time. Trustee has received a copy of the Agreement and Disclosures pertaining to the account(s) requested.
8.
If this is a Revocable Trust and the Credit Union receives any garnishment, levy, or other form of execution against the Trustor(s), or if the Trustor(s) owes money to the Credit Union, the Credit Union may treat all accounts held by or on behalf of the Trust as if they were held by the Trustor(s) individually.
9.
THIS AGREEMENT AFFECTS YOUR LEGAL RIGHTS. IF YOU DESIRE ASSISTANCE OR ADVICE CONCERNING THIS AGREEMENT, YOU SHOULD SEEK THE ADVICE OF AN ATTORNEY OR OTHER PROFESSIONAL PERSON. THE CREDIT UNION CANNOT GIVE LEGAL ADVICE REGARDING EITHER THIS AGREEMENT OR THE TRUST.
   

TIN Certification and Backup Withholding Information

By signing the Account Card, I certify under penalties of perjury, that (1) I am a U.S. person (including a U.S. resident alien), (2) the Social Security Number (SSN)/Taxpayer Identification Number (TIN) shown is my/the correct identification number and (3) I am NOT, unless designated below, subject to backup withholding because I have not been notified that I am subject to backup withholding as a result of a failure to report all dividends or interest, or because the IRS has notified me that I am no longer subject to backup withholding. Check below applicable box(es).
I am subject to backup withholding.
I am exempt.
I am NOT a United States citizen or resident (Complete W-8BEN form and mail it along with the membership account card).

Acceptance of Membership and Account Agreement
ACCEPT: By checking the Accept box, I/we have viewed and agree to the terms of the Membership and Account Agreement provided online, which will govern my deposit account and EFT services with the Credit Union.

Election for Online or Paper Disclosures
I/we understand I/we can choose to receive the Membership and Account Agreement and Disclosures online or receive them in paper form by mail.

ONLINE: By clicking the Online box, I/we accept the Membership and Account Agreement and Disclosures provided to me online. I/we have a computer with a web browser to access the disclosures and a printer or ability to download the disclosures for my records. I/we understand I/we have the right to receive future documentation regarding the Online Banking services from time to time, including periodic statements, billing error resolution notices and notices of change in terms. Unless I/we elect to receive these documents electronically, the Credit Union will mail these documents to me/us.

MAIL: By clicking the Mail box, I/we request that a paper copy of the Membership and Account Agreement and Disclosures be mailed to me/us, prior to my/our use of any deposit account or EFT services provided by the Credit Union.

By signing the Account Card, I/we agree to the terms and conditions of the Membership and Account Agreement, Privacy Policy, Truth-in-Savings Rate and Fee Schedules, Funds Availability Policy disclosure, if applicable, and to conform to the bylaws or amendments the Credit Union makes from time to time which are incorporated herein. I/We acknowledge receipt of a copy of the agreement and disclosures applicable to the accounts and services requested herein. If an electronic funds transfer (EFT) service is requested and provided, I/we agree to the terms of and acknowledge receipt of the Electronic Funds Transfer Agreement. I/We agree to be bound by the terms and conditions of the Visa Check Card Agreement and Disclosure Statement that will be mailed with my/our card(s).

The Internal Revenue Service does not require your consent to any provision of this Membership Application and Account Card other than the certifications required to avoid backup withholding.

To apply for membership click the "continue" button below. The information you have provided above will populate our signature card. Please print and sign the form and mail it to us at Star One Credit Union, P.O. Box 3643, Sunnyvale, CA 94088-3643, Attention: New Accounts. Please include a copy of your picture ID and opening minimum deposit of $50.

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