What To Bring To Your  Appointment

Email & Confirmation Appointment Requirements

We look forward to seeing you at your upcoming appointment at UW Credit Union.

Prior to your appointment, please review the list of documentation/identification you need to bring with you. If you are opening a joint account or loan, all individuals on the account need to be present at the appointment.

Checking Accounts

New Accounts or Adding An Account

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Know your Social Security Number or Tax Identification Number
  • If you have an ITIN, bring documentation (New Member Only)
  • Opening Deposit, minimum $50

Credit

Credit Card or Credit Consultation

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Know your Social Security Number or Tax Identification Number
  • If you have an ITIN, bring documentation (New Member Only)

Loans

Vehicle Loans or Personal Loans

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Know your Social Security number or Tax Identification Number
  • If you have an ITIN, bring documentation (New Member Only)
  • If available, Vehicle Identification Number (VIN), vehicle mileage, and title.

Home Equity Line or Loan:

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Know your Social Security Number or Tax Identification Number
  • Insurance agent information

Private Student Loan:

  • Valid ID: Driver’s License, State issued ID, Military ID or Passport
  • Know your Social Security number
  • Contact information for nearest relative that doesn’t live at the same address
  • If refinance; current lender information and recent statement

Savings & Retirement

Savings, Certificate or Money Market

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Know your Social Security Number or Tax Identification Number
  • If you have an ITIN, bring documentation (New Member Only)
  • Opening Deposit*

Individual Retirement Account:

  • Valid ID: Driver’s License, State issued ID, Military ID or Passport
  • Know your Social Security number (New Member Only)
  • Beneficiary name, address, Social Security Number and date of birth

General Services

Account Servicing 

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico

Notary (Members Only Services)

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico

Signature Guarantee  (Members Only Services)

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Document verifying evidence of ownership and amount of the security (e.g. statement, stock certificate)

Safe Deposit Box Access

  • Valid ID: Driver’s License, State issued ID, Military ID, Passport, Resident Alien ID card (Green Card) or Matricula Consular of Mexico
  • Bring your access key