Add an Account to an Existing Membership
To open a Checking, Certificate or Sub-Savings account inside an existing membership, login to Online Banking.
Local credit union seeks people who care about saving money.
Choose a membership type to open.
Regular Individual
or
Joint Membership
Minor Account
Minor can use account
Transfer to Minors Account
Minor cannot access account
Living Trust / Revocable Trust
Open by mail or appointment only
Irrevocable Trust
Open by mail or appointment only
Estate
Account
Open by mail or appointment only
Welcome!
Whether you’re looking for high-interest savings, competitive loan rates, or the best rewards checking around—you’re going to love it here.
Grab everything from the list below. Once you’re done with that, the application itself should only take about 4 minutes.
You will need:
Proof of membership eligibility:
- If you live in Santa Clara County or one of the eight surrounding counties: provide your paystub, utility bill, or lease agreement for primary-address verification if your physical address is not printed on your identification
- If you work in Santa Clara County or one of the eight surrounding counties: provide your most recent paystub reflecting your work address (paystub must have been issued within the last 30 days)
- If you attend school in Santa Clara County or one of the eight surrounding counties: provide a recent copy of your class registration for in-person learning
- If eligible as an immediate family member or roommate: provide the legal name of the roommate or the family member and their relationship to you
- If eligible as an employee of one of our Corporate Partners: provide your most recent paystub reflecting your work address (paystub must have been issued within the last 30 days)
Personal information:
- Name
- Address
- Phone number
- Social Security number
- Valid U.S. driver's license, state-issued I.D., U.S.-issued passport or U.S. military identification
- Birth date
- Password (used to identify you when you call for assistance)
- Employer information
- The above information for any Joint Owners or Pay-on-Death beneficiaries
- Existing members will need their membership number
- Additional documentation/information may be required
Let’s take this to the next level
Already a member?
Add accounts or open an additional membership
Open an Additional New Membership
To open an additional new membership, use our Online Membership Application.
Update an existing membership
Print, sign and mail this form for updates such as:
- Adding or deleting joint owners or minor owners
- Updating your membership beneficiaries
- Updating the custodian or successor custodian on a Transfers to Minors Account
- Converting your membership to a Trust
- Changing your name (e.g., marriage, divorce, identity, etc.)
- Converting Transfer to Minors Account to a regular/minor membership
- Must have a signed written consent from the current custodian