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Austin City Employees Credit Union 711 4th Ave NE, Austin, MN 55912 (507) 433-6580 or (877) 918-1178 Toll Free PRINT THIS APPLICTION, COMPLETE AND MAIL TO THE CREDIT UNION WITH MINIMUM DEPOSIT OF $5.50
Under penalties of perjury, I certify that: The number shown on this form is my correct taxpayer identification number, 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 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 I am a U.S. person (including a U.S. resident alien).
Member/Owner _________________________________________ Street_____________________________________________ City/State/Zip ___________________________________ SSN/TIN ____________________ Home Phone ( ) ___________________________Driver’s Lic. ________________________ Work Phone ( ) ___________________________ Date of Birth ________________________ E-mail (optional) _____________________________Employment _________________________ Eligibility for Membership: _______________________________________________________________________________
Designate the ownership of the share account.
_____ Individual ______ Joint with Survivorship
Joint Owner __________________________________SSN/TIN__________________________ Street _______________________________________ Driver’s Lic. No. ___________________ City/State/Zip _________________________________ Date of Birth ______________________ Home Phone ( ) ____________________ Employment ________________________________ Work Phone ( ) ____________________ E-mail (optional) ______________________________
2nd Joint Owner ___________________________ SSN/TIN ____________________________
Street ___________________________________ Driver’s Lic. No. _______________________ City/State/Zip ______________________________ Date of Birth ________________________ Home Phone ( ) ___________________ Employment_______________________________ Work Phone ( ) _____________________ E-mail (optional_____________________________
Payable on Death (POD) Account: Beneficiary/Payee ____________________ Beneficiary/Payee_____________________________ Street ______________________________ Street ____________________________________ City/State/Zip ________________________ City/State/Zip _______________________________
By signing below, I/we certify that the information on the Account Card is complete, and I/we agree to the terms and conditions of the Share Account Agreement and the Truth-in-Savings Disclosures (Rate and Fee Schedule) 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. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.
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 objects.
X ___________________________________ X ____________________________________ Signature Date Signature Date X _________________________________ X ___________________________________ Signature Date Signature Date |
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Member Number (Office use only) |