Personal Information

  • OK Name is required
  • Social Security Number

    - -
    OK Social Security Number is required
  • Date of Birth

    OK Date of Birth is required
  • OK Home Phone is required
  • Optional OK Cell Phone is required
  • Optional OK Work Phone is required
  • OK Email is required
  • OK Employer is required
  • OK Position is required
  • Optional OK Length of Employment is required
  • OK Driver's License Number is required
  • Driver's License Issue Date

    OK Driver's License Issue Date is required
  • Driver's License Expiration Date

    OK Driver's License Expiration Date is required

Contact Information

  • How would you like to be notified of alerts? You will only receive a maximum of 4 per month.

    Optional OK How would you like to be notified of alerts? You will only receive a maximum of 4 per month. is required
  • OK Choose the location you would like to complete your application is required

Address Information

  • OK Address is required
  • OK City is required
  • OK State is required
  • OK Zip is required

Account Services

  • Which services are you interested in?

    OK Which services are you interested in? is required

Joint Account Information

  • Number of Joint Owners on this Account

    OK Number of Joint Owners on this Account is required

Joint Applicant #1

  • OK Relationship to Primary Applicant is required
  • OK Name is required
  • Date of Birth

    OK Date of Birth is required
  • Social Security Number

    - -
    OK Social Security Number is required
  • OK Drivers License Number is required
  • OK Phone is required
  • OK Address is required
  • OK City is required
  • OK State is required
  • OK Zip is required

Joint Applicant #2

  • OK Relationship to Primary Applicant is required
  • OK Name is required
  • Date of Birth

    OK Date of Birth is required
  • Social Security Number

    - -
    OK Social Security Number is required
  • OK Drivers License Number is required
  • OK Phone is required
  • OK Address is required
  • OK City is required
  • OK State is required
  • OK Zip is required

Comments

  • Optional OK is required

Security Code

  • OK is required
  • TIN CERTIFICATION AND BACKUP WITH HOLDING INFORMATION

    By signing below, under 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 Internal Revenue Service (IRS) that lam 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)

    Certification Instructions: Cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. Cross out item 3 and complete a W-8 BEN if you are not a U.S. person.

    AUTHORIZATION

    By signing below, I/we agree to the terms and conditions of the Membership and Account Agreement, Truth-in-Savings Rate and Fee Schedule, Funds Availability Policy Disclosure, if applicable, and to any amendment the Credit Union makes from time to time which are incorporated herein. I/We acknowledge receipt of a copy of the Agreement and Disclosures applicable to the accounts and services requested herein. If an access card or EFT service is requested and provided, I/we agree to the terms of and acknowledge receipt of the Electronic Funds Transfer Agreement. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.

    WinSouth Credit Union reserves the right to use the above information to obtain verifications of identity and background before opening any accounts. We may also access information about you from a consumer reporting agency, such as a copy of your credit report, before opening any account. By submitting this form, you grant full permission to do so.