What will a need to open an account for a minor/child?
Parent/Guardian – Please provide one of the below:
- US/State Driver’s License/Permit or state ID card
- Interim ID accompanied by expired photo ID (no more than 60 days past expiration)
- US Passport or Passport Card
- US/State/County Sheriff’s ID
- NY State Benefits Card with photo
If the address on your ID does not have your current physical address or does not contain an address we must obtain proof.
- Recent paystub (last 30 days)
- Recent Utility Bill with service address (last 30 days)
- Recent cell phone bill (last 30 days)
- Current vehicle registration or vehicle insurance card
- Current lease with landlord & renter’s signature
- Current year property tax receipt/bill or deed
Minor
- Color copy of IRS issued Social Security Card
- Color copy of Birth Certificate
Additional options if the above are not available:
- School Identification
- Baptism Certificate
- Medical Card
Funding Method
- Your new account can be funded with a credit card, debit card (Discover, Mastercard or Visa) or be prepared with an account number and routing number.
Adding Joint Owners or Beneficiaries?
-
- You will need their name, address, date of birth and social security number. If you do not have that information at time of account opening, proceed with the application as an individual account and we can help you get them added later.
- If adding a joint owner, we will also need a valid ID.