Online Membership Application

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• Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)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

What additional items do I need to provide if I am not a US Citizen?

• 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• Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)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

What additional items do I need to provide if I am not a US Citizen?

• 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

What items do our authorized signers need to be on 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• Proof of address (if the one on your ID is no longer valid; i.e. utility bill or rental agreement)

What additional items do I need to provide if our authorized signer(s) are not US Citizen(s)?

• 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

What items do our authorized signers need to be on 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)

What additional items do I need to provide if I am not a US Citizen?

• 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)