Waterman Checking Application
Are you an existing customer?*
Yes I am an existing customer
No I am NOT an existing customer
What is your Full Legal Name*
First, Middle, Last Name and Suffix
What type of ownership would you like for this account?*
Individual
Joint with Survivorship
Trust
Will there be a Co-Applicant?*
Choose One
Yes
No
Email Address*
samplename@gmail.com
Cell Phone Number*
111-111-1111
Home Phone Number
222-222-2222
What is your physical address?*
Please state full street address, city, state, and zip code
Mailing Address (if different than above)*
What is your date of birth?*
/
/
MM/DD/YYYY
Social Security Number (SSN)*
111-11-1111
Employer Name & Address*
Please include full employer name and address
Occupation*
How long have you been with this employer?*
Please indicate which form of ID you will be using to verify your identity.*
Driver's License
State ID
Passport
Other
If other please describe?*
ID: Number*
ID: State of Issuance*
Date of Issuance*
/
/
MM/DD/YYYY
ID: Date of Expiration*
/
/
Co-Applicant: Full Legal Name*
First, Middle, Last, and Suffix
Co-Applicant: Email Address*
samplename@gmail.com
Co-Applicant: Cell Phone*
111-111-1111
Co-Applicant: Home Phone Number
111-111-1111
Co-Applicant: Physical Address*
Please state full street address, city, state, and zip code
Co-Applicant: Date of Birth*
/
/
MM/DD/YYYY
Co-Applicant: Social Security Number*
Co-Applicant: Employer Name & Address*
Co-Applicant: Occupation*
Co-Applicant: How long have you been with your employer?*
Co-Applicant: What type of ID will you be using to verify your identity?*
Co-Applicant: What type of ID will you be using to verify your identity?*
Driver's License
State ID
Passport
Other
Co-Applicant: If other please describe?*
Co-Applicant: ID Number*
Co-Applicant: ID State of Issuance*
Co-Applicant: Date of Issuance*
/
/
MM/DD/YYYY
Co-Applicant: ID Expiration*
/
/
Would you like to add beneficiary to this account? *
Choose One
Yes
No
Beneficiary Full Legal Name*
Beneficiary Date of Birth*
/
/
Beneficiary Phone Number*
What is the general purpose of this account?*
Opening deposit amount? (Minimum $50)*
Where would your funds becoming from?*
Choose One
Wire
Transfer from existing Waterman Account
Deposit at Branch
Check by Mail
Please select all the following options that apply*
Access to Online Banking (Include Mobile App)
Order Checks (Additional $25)
Debit Card
Would you like to add any of the following accounts? (select all that apply)
Checking
Savings
CD
Money Market
Christmas Club
Additional CD: Opening Deposit Amount?*
Additional Money Market: Opening Deposit Amount? (Minimum $2500)*
Additional Checking: Opening Deposit Amount? (Minimum $50)*
Additional Savings: Opening Deposit Amount? (Minimum $50)*
Additional Christmas Club: Opening Deposit Amount? (Minimum $50)*
Your form has been saved. You can complete it via this link within 60 days.
Copy
Submit