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New Transfers to Minors Account

Just type in 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 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. All new accounts are subject to verification through ChexSystems.

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

The minor hereby makes application for membership and is eligible because:
The minor is an employee of:
 
or
 
The minor lives with  
or is related to:
 
Member Number:
 
Relationship:
Note: If deleting or adding to a current membership, choose "Existing member" from this dropdown list.
 
or
 
The minor lives or works in Santa Clara County.
 

ADDITIONAL SERVICES

Please check here if you want free access to our Touchtone Teller and Online Banking services

OWNER OF ACCOUNT

Minor/Member Name
Last:
Suffix:
First:
Middle Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No PO Boxes):
City and State:
,
Country:
USA Other 
Zip Code:
 

Custodian Information

Custodian Name
Last:
Suffix:
First:
Middle Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No PO Boxes):
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:
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
 
Designation of Successor Custodian (Appointment of a successor custodian is recommended).
For instances when the named Custodian is unable to act as Custodian, resigns, dies or becomes incapacitated.

Successor Custodian Name

Name
Last:
First:
Middle Initial:
Social Security Number / TIN:
Street Address (No PO Boxes):
City and State:
,
Country:
USA Other 
Zip Code:
Home Telephone Number
Area Code:
 Phone Number:
 
Court Ordered Blocked Account
Check this box if this is a court ordered blocked account. Documents have been issued by a court of law governing the funds on deposit in this account.
 
Account Agreement
As the transferor/custodian for the benefit of the minor named hereon, under the California Uniform Transfers to Minors Act ("Act"), application is hereby made for a savings account in Star One Credit Union and for the issuance of evidence thereof in the name of the designated custodian. A specimen of the transferor's/custodian's signature is shown hereon and you are hereby authorized to act without further inquiry in accordance with writings bearing the signature of the transferor/custodian. You are authorized to supply any endorsement on any check or other instrument tendered for this account and you are hereby relieved of any liability in connection with collection of such items which are handled by you without negligence and you shall not be liable for the acts of your agents, sub-agents or others or for any casualty. The terms of this Account Agreement are hereby deemed to include the provisions of the Act, as it now exists or as it may be amended. This account is non-transferrable except on the books of the Credit Union.
The transferor hereby delivers funds to the named custodian to be held by Star One Credit Union in a membership account for the named minor under the California Uniform Transfers to Minors Act.
This transfer of money to the minor so named, which transfer shall be deemed to include all earnings thereon and any future additions thereto, is irrevocable and is in accordance with the Act, as it now exists or may be hereafter amended.
You are instructed to distribute all funds in this account to the minor when the minor reaches the age of 25.
 

TIN Certification and Backup Withholding Information

By signing this document, I certify under penalties of perjury, that (1) the minor is 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) the minor is NOT, unless designated below, subject to backup withholding because the minor has not been notified that the minor is subject to backup withholding as a result of a failure to report all dividends or interest, or because the IRS has notified the minor that the minor is no longer subject to backup withholding. Check below applicable box(es).
The minor is subject to backup withholding.
The minor is exempt.
The minor is 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 Transfers to Minors Application and 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 checking the Online box, I/we accept the Transfers to Minors Application and Agreement and Disclosures provided to me online. I/we have a computer with a Netscape Navigator or Microsoft Internet Explorer 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 checking 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 document, I/we agree to the terms and conditions of the Transfers to Minors Application and Agreement, Privacy Policy, Truth-in-Savings Rate and Fee Schedules, Funds Availability Policy disclosure, if applicable, and to conform to the Membership and Account Agreement and Disclosures and the bylaws or amendments the Credit Union makes from time to time which are incorporated herein. I 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 agree to the terms of and acknowledge receipt of the Electronic Funds Transfer Agreement.

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, PO 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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