Personal Account Opening FAQs
PERSONAL ACCOUNT OPENING FAQS
3/19/2019As 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.
We offer the ability to open your checking or savings account completely online in minutes or with the assistance of a Universal Banker at any Fidelity Bank location.
If you plan to visit an office, we have compiled some details regarding the information you may need to apply.
Information needed to apply for an account
Details required by all owners to open an account:
- Personal information
- Social Security number
- Proof of residential address
- Copy of valid Acceptable Form of Identification for all owners
Details required by all owners to open an account:
- Personal information
- Social Security number
- Proof of residential address
- Copy of valid Acceptable Form of Identification for all owners
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:
- Personal information
- Social Security number
- Proof of residential address
- Copy of valid Acceptable Form of Identification for each person
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.
