Please provide all the requested information. Once you have completed the application, press the Submit button. Each application will be checked for verification through BANK CARS. Upon approval you will be mailed account disclosures within one week to 10 business days. Your account will not be opened until these disclosures have been mailed. You will need to return the following by mail or in person to an Affinity Credit Union branch location: (1) signed signature form, (2) a clear copy of your valid Drivers License or State ID card and (3) another form of ID such as, Social Security Card, US Passport, original or certified copy of birth certificate, etc. (4) a check for at least the minimum required amount for each account. Click here for a list of minimum required amounts by account. If you have any problems or questions, please give us a call at (515) 288-7225 or 1-800-343-1028 or e-mail us at info@affinitycuia.org.
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.
Because I live or work in the following Iowa counties: Polk, Boone, Story, Marshall, Dallas, Jasper, Madison, Warren, Marion, Adams, Union, Page, Taylor and Ringgold.
I am eligible for membership through my:
Employer (Employer's Name) Click here for information about participating Select Employee Groups
Family Member (Family Member's Name)
Regular Share Savings $25 minimum balance required. All credit union member/owners are required to deposit $25 in a savings account to qualify for membership and apply for other credit union accounts
Prestige Share Draft Checking$500 minimum balance requirement
Fee Free Share Draft Checking Account
Overdraft Protection (click here for information)
Visa® Check Card (no charge)
Money Market Account
Certificate of Deposit
Holiday Club Account
Mt. Money Youth Savings Account
Vacation Club
Miscellaneous Shares
Loan
MasterCard®
If you have accounts at other financial institutions you wish to close complete our Affinity Express Switch Kit. Affinity Express makes it easy to switch your accounts to Affinity Credit Union. Click here to access the Affinity Express Switch Kit.
* - required fields
Last Name: *
First Name: *
Middle Name:
Residence Address: * (not a PO Box)
City: *
State: *
Zip Code: *
Mailing Address: (if different)
City:
State:
Zip Code:
Social Security No: *
Driver's License No: *
Home Phone No: *
Work Phone No:
Date of Birth: *
E-Mail Address:
Mother's Maiden Name:
Back-up Withholding: Under the penalties of perjury, I certify that: 1) The number shown on this form is my correct taxpayer identification number, 2) I am not subject to backup withholding because (a) I am exempt from backup withholding or (b) I have not been notified by the IRS that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding and; 3) I am a U.S. person (including a U.S. resident alien).
I am subject to backup withholding
Am not subject to backup withholding
Last Name:
First Name:
Residence Address: (not a PO Box)
Social Security No:
Driver's License No:
Home Phone No:
Date of Birth:
Relationship to Primary Owner:
Password: * If you plan to call our office to transact business or request information about your account(s), you must have an account password established. Account passwords enable credit union staff members to verify your identity over the phone.
By submitting the application, I/we agree to the terms and conditions on any approved account, as amended from time to time; and authorize the Credit Union to verify credit and employment history by any necessary means, including request of a credit report by a credit reporting agency. I/we certify that the information provided on this application is true and correct.
You are about to send information over the Internet.
