Student Services » Organization Accounts

Organization Account Checklist

Find Out More About Your School's Student Organizations

UW Credit Union specializes in deposit accounts for student groups. If you're a leader for a non-profit organization on campus, take advantage of our accounts. To qualify for membership, your organization has a majority of members or Board members personally eligible or has an office located within five miles of any UW Credit Union Branch.

If you need to open an account for your organization, come to one of our branches. You'll need to bring the following information:

  • Name of Organization.
  • Proof of Physical Address.
  • Employer Identification Number (EIN). If you don't already have an EIN for your organization, apply for one on the IRS website.
  • Class A ID for Each Signer. Accepted forms of Class A IDs include a U.S. Driver's License, U.S. State ID, U.S. Military ID, Passport, Permanent Resident Card and/or a Matricula Consular of Mexico.
  • Evidence of the Group's Existence. Bring in your meeting minutes that list the signers as the organization's leadership. A letter from a faculty sponsor would also suffice.
  • Proof of Tax Exempt Status, if Applicable. This would be a Letter of Determination from the IRS showing your organization's tax exempt status or other documentation evidencing tax status.

Once we verify that your group is eligible for an organizational account, you’ll be able to make deposits, write checks and get an ATM card for your organization.

To change signing privileges on an account, the new signer(s) must present a letter from a previous signer naming the new official representatives, minutes from the meeting where officers were elected or a letter from the group's advisor naming the new signers. In lieu of any of these documents, a former signer can complete an organization signer change request, available by visiting a branch.

Learn more about student organizations »

 

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