What type of account are you interested in opening?
Personal Account
What do I need to open this account?- Valid, unexpired government-issued ID (i.e. driver's license or passport)
- Social security number
- Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)
- $25 share deposit
- DHS-authorized social security card (if applicable)
- Completed W-8BEN form (instructions can be downloaded here)
- A second form of photo ID (if the first one you provided does not state your country of origin)
Youth/Teen Saver
What do I need to open this account?- Valid, unexpired government-issued ID (i.e. driver's license or passport) OR a copy of both birth certificate and social security card
- Social security number
- Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)
- $5 share deposit
- A parent/guardian must be joint on the account
- DHS-authorized social security card (if applicable)
- Completed W-8BEN form (instructions can be downloaded here)
- A second form of photo ID (if the first one you provided does not state your country of origin)
Organization Account
What do I need to open this account?- Proof of EIN number (i.e. letter from IRS)
- Meeting minutes which specifically state that an account can be opened at MTEFCU and who is to be authorized on the account. We have a meeting minutes template available for those who need it. Download the meeting minutes template here.
- $25 share deposit
- Valid, unexpired government-issued ID (i.e. driver's license or passport)
- Social security number
- Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)
- DHS-authorized social security card (if applicable)
- Completed W-8BEN form (instructions can be downloaded here)
- A second form of photo ID (if the first one you provided does not state your country of origin)
Business Account
What do I need to open this account?- Individual DBAs: Copy of unexpired DBA registration paperwork; proof of EIN number (if applicable)
- Partnership DBAs: We do not open accounts for this business type at this time
- Sole Proprietorships: Copy of unexpired business registration; proof of EIN number (if applicable)
- LLCs: We do not open accounts for these business types at this time
- Corporations: We do not open accounts for these business types at this time.
- $25 share deposit
- Valid, unexpired government-issued ID (i.e. driver's license or passport)
- Social security number
- Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)
- DHS-authorized social security card (if applicable)
- Completed W-8BEN form (instructions can be downloaded here)
- A second form of photo ID (if the first one you provided does not state your country of origin)