Personal Account Opening FAQs

PERSONAL ACCOUNT OPENING FAQS

3/19/2019

As a full-service bank, we offer premier banking solutions with our checking accounts to keep you connected to your money, while providing savings accounts to help you plan for a better tomorrow.

Our products and services are constantly evolving to exceed your expectations and allow you to bank when and where you want.

To open your checking account or savings account, visit any Fidelity Bank location. Below are details of the information you will need to apply.

Information needed to apply for an account

 

Details required by all owners to open an account:

Details required by all owners to open an account:

Details required by all owners to open an account:

  • Personal information
  • Social Security number or Tax Identification number
  • Proof of residential address
  • Copy of valid Acceptable Form of Identification for all trustees
  • Certificate of Trust or Trust documents

Additional documents required at account opening:

  • Trust documents

Details required by all owners to open an account:

Additional documents required at account opening:

  • Representative payee documents from court or check from U.S. Treasury indicating name of representative payee

Details required for entity and all executor/executrix to open an account:

  • Name and address for entity
  • Personal information for each executor/executrix
  • Estate’s Employer Identification Number (EIN)
  • Social Security number
  • Copy of valid Acceptable Form of Identification for each executor/executrix

Additional documents required at account opening:

  • Letters of testamentary or administration from the court

In some instances, additional information may be required. Should you have any questions, you may contact a banker for additional assistance. We stand ready to serve.