Personal Account Appointments

Checking and Savings Accounts
Existing Personal Account
Make changes to your account.
 
Savings Accounts
Apply Online - Money Market Only
 
Required Documents
Type of Appointment What to Bring
New Accounts

One form of a current government-issued photo identification (unless age 14 and under):



US Citizen

  • US Birth Certificate (Minors age 14 and under only)
  • Social Security Card (Minors age 14 and under only)
  • Driver's License or Permit with photo (US)
  • Concealed Weapons Permit with photo (US)
  • State-Issued ID with photo (US)
  • Passport with photo (Passport cards are not acceptable)
  • US Military ID with photo (Veterans IDs are not acceptable)


Non-US Citizen (Permanent resident with a Green Card)

  • Social Security Card (Minors age 14 and under only)
  • Driver's License or Permit with photo (US)
  • Concealed Weapons Permit with photo (US)
  • State-Issued ID with photo (US)
  • Passport with photo (Passport cards are not acceptable)
  • US Military ID with photo (Veterans IDs are not acceptable)
  • Permanent Resident Card with photo (AKA Green Card or Resident Alien)
  • Matricula Consular Card


Non-US Citizen (Non-permanent resident without a Green Card)

  • Passport with photo (Passport cards are not acceptable)
  • Matricula Consular Card

 

NOTE: If ID has been issued within the past 60 days (less than 60 days), an additional unexpired form of photo identification must be provided.

NOTE: If address on ID is incorrect, a mortgage statement, rental statement, water or electric bill (specific to services for your residence) with name and address less than 60 days old and not delinquent must also be provided.

Account Changes
  • Name Changes
    • Updated photo ID (reflecting name change)
    • Original or certified true copy of legal document authorizing name change (ex. marriage license, divorce decree, court order, etc.)
  • SSN Changes
    • One form of identification to verify SSN (ex. Social Security Card)
Loans
  • One form of a current government-issued photo identification
  • Optional documentation may include:
    • Vehicle registration
    • Vehicle title
    • Payoff information
    • Income verification via paystub
Can’t find what you’re looking for? Call or visit us and we’ll help you.
Frequently Asked Questions
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To reschedule your appointment for a different date or time, new appointment type, or a different Financial Center, please cancel your existing appointment and schedule a new one.

Yes. We want to make sure you have an outstanding experience with your appointment. To do that, we ask that appointments are scheduled at least one hour in advance to give our representatives an opportunity to prepare for your appointment. If your need is more urgent, please call us or visit any one of our Financial Centers and we would be happy to help you. Members without an appointment are served on a first-come first-served basis.

Yes. Any one of our Financial Centers would be happy to help you. Members without an appointment are served on a first-come first-served basis.

Look for an email confirmation and text message if you selected "SMS Text Alerts."

For each of our appointments, we block out 30 minutes or an hour especially for you. Most appointments last 30-45 minutes.

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