Applied Bank - Personal Bank Account

Primary Account Holder Personal Information

Trust Information

CHOOSE YOUR ACCOUNT TYPE

Individual

Joint-Survivorship

Joint-No Survivorship

Custodial

Trust

First Name

Middle Name

Last Name

Social Security Number

Date of Birth

Residence Address

Apt/Unit #

City

State

Zip Code

Use the Residence Address as the Mailing Address

Mailing Address

Apt/Unit #

City

State

Zip Code

Home Phone

Cell Phone

Email Address

Mother's Maiden Name

Driver's License/Id Number

State

Date Issued

Expiration Date

Years at Current Residence (enter 0 if less than 1 year)

Request a Debit Card for the Primary Account Holder

Citizenship

Country of Citizenship

Trust Name (as appears on documentation)

EIN/TIN

Trust Formation Date

Trust Physical Address

City

State

Zip Code

Use the Physical Address as the Mailing Address

Trust Mailing Address

City

State

Zip Code

Primary Phone

Email Address

Trust Type

What made you choose Applied Bank?

Secondary Account Holder Personal Information

First Name

Middle Name

Last Name

Social Security Number

Date of Birth

Residence Address

Apt/Unit #

City

State

Zip Code

Is the Mailing Address the same as the Residential Address for the Secondary Account Holder?

Mailing Address

Apt/Unit #

City

State

Zip Code

Home Phone

Cell Phone

Email Address

Mother's Maiden Name

Driver's License/Id Number

State

Date Issued

Expiration Date

Years at Current Residence (enter 0 if less than 1 year)

Request a Debit Card for the Secondary Account Holder

Citizenship

Country of Citizenship

Account Information

Account Purpose

Estimated Average Balance in this Account

Type of Transactions Expected (check all that apply)

ACH

Checks

Cash

Wire

Wire International

ACH Transaction Activity

Expected Monthly Amount($) of ACH Credits

Expected Monthly Number of ACH Credits

Expected Monthly Amount($) of ACH Debits

Expected Monthly Number of ACH Debits

Checks Transaction Activity

Expected Monthly Amount($) of Check Deposits

Expected Monthly Number of Checks Deposited

Expected Monthly Amount($) of Checks Written

Expected Monthly Number of Checks Written

Cash Transaction Activity

(Cash transactions are only those made in person at an Applied Bank branch)

Expected Monthly Amount($) of Cash Deposits

Expected Monthly Number of Cash Deposits

Expected Monthly Amount($) of Cash Withdrawals

Expected Monthly Number of Cash Withdrawals

Wire Transaction Activity

Expected Monthly Amount($) of Incoming Wire Transfers

Expected Monthly Number of Incoming Wire Transfers

Expected Monthly Amount($) of Outgoing Wire Transfers

Expected Monthly Number of Outgoing Wire Transfers

Wire International Transaction Activity

Expected Monthly Amount($) of Incoming Wire Transfers

Expected Monthly Number of Incoming Wire Transfers

Expected Monthly Amount($) of Outgoing Wire Transfers

Expected Monthly Number of Outgoing Wire Transfers

Account Options

Product Type

Deposit Amount

Deposit Type

Check

Wire

Other

Payable Upon Death

For Statutory Trust Accounts

Beneficiary's Name

Address of Beneficiary

City

State

Zip Code

For Custodial Accounts

Custodian's Name

Upload Your Documents

Please upload the following documents. If you are on a mobile device, you can easily take an image of the documents and upload below. If your documents are not readily available, please submit your application and we will contact you directly to obtain the required documents.

License or Government Id.
Trust Documentation (Fully Executed Formation Documents)

License or Government Id.
Address verification item (utility bill or lease agreement).
- Required if the address on Driver's License/Id is different than address on application or Years at Current Residence is less than 6 months.

Upload Requirements

Upload file must not be greater than 5 Megabytes.
Upload file must be in a PDF/JPG/JPEG/PNG format.

Primary Account Holder License or Government Id

Trustee License or Government Id

Secondary Account Holder License or Government Id

Address Verification Item (utility bill or lease agreement)

Trust Documentation

Account Disclosures

Please review the below Account Disclosures.

Electronic Consent

Trustees, not the Bank, assume full responsibility for enforcing the provision of the Trust Instrument. The Trustees certify that they are duly appointed under the Trust Instrument and that by the authority vested in them under the Trust Instrument, they, acting alone or in concert, are authorized and empowered to transact business of any kind in connection with the Trust's Account at the Bank. It is agreed that any transaction by the Trustees identified on the Application, acting alone or in concert, shall be valid and discharge the Bank from any liability.

By checking this box and clicking on the "Submit Your Application" button, I certify that I have read and agree to all of the terms, conditions, and disclosures, which are part of the bank account application and that I have read and agree to the Online Account Agreement and Privacy and Opt Out Notice. Please process my request for an Applied Bank Bank Account.

By clicking on the 'Submit Your Application' button below, you are consenting to receive from us by electronic means only, the initial disclosures for the bank account(s) for which you are applying. These initial disclosures are not available in any paper or non-electronic form, so if you would like to retain a copy for your records, please print or download these disclosures. If you do not consent to receive these initial disclosures electronically, you will be unable to apply for this account.

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. When you open a new 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 documents.

Open Your Applied Bank Account Today

Primary Account Holder Personal Information

Trust Information

Secondary Account Holder Personal Information

Employment Information

Trustee(s) Information

Account Information

Account Options

For Statutory Trust Accounts

For Custodial Accounts

Upload Your Documents

Account Disclosures

Electronic Consent