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IMPORTANT INFORMATION ABOUT OPENING A NEW ACCOUNT AT ADVANCIAL
To help the United States Government fight terrorism and money laundering, Federal law requires us to obtain, verify and record information that identifies each person that opens an account. What this means for you: When you open an account, we will ask for your name, a street address, date of birth and an identification number, such as a Social Security number, that Federal law requires us to obtain. We may also ask to see your driver’s license or other identifying documents that will allow us to identify you. We appreciate your cooperation.

Based on your membership eligibility, the closest branch to you is

Member Service Center
1845 Woodall Rodgers Fwy
Dallas, TX 75201
If you would prefer to set your branch to a different location you may select it here

Membership Type
(Ages 12 and under - joint account owner required)
(Ages 13 to 18 - joint account owner required if under 18)
Primary Account Owner Information
* Required Information (name fields must match exactly as it appears on government issued I.D. or passport)





(Max 6 MB)
Joint Account Owner Information
 
Mailing Address (To receive mail at an address other than PRIMARY ACCOUNT OWNER'S permanent residence address)
 
Account Ownership
Select ONE of the following types of Account ownership. The type of ownership you select (including any Payable on Death (P.O.D.) designation) will apply to your Account and any subaccounts opened now or in the future under the same Account number, except for IRA and loan accounts. The type of ownership you select also may determine how property passes on your death. For some of the ownership types listed below, your will may not control the disposition of funds held in your Account, including any subaccounts.

Single Party Account Ownership: The party to the account owns the Account.



Multiple Party Account Ownership: The Account owners own the Account in proportion to their net contributions to the Account. Advancial may pay any sum in the Account to a party at any time. By default and unless otherwise indicated below, all Multiple Party Accounts are with Right of Survivorship and no P.O.D. designation. Right of Survivorship and P.O.D. payee designations may not be valid unless all parties to the Account have signed the Application.





Payable On Death Designation
Certification as to Taxpayer Identification Number and Backup Withholding

If you are not a U.S. Citizen or are unsure of your taxable status, we recommend consulting a qualified professional before completing this section.

By signing below and under penalties of perjury, you certify that (1) the number shown on this form is your correct taxpayer identification number (or you are waiting for a number to be issued to you), and (2) you are not subject to backup withholding because (a) you are exempt from backup withholding, or (b) you have not been notified by the Internal Revenue Service (IRS) that you are subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified you that you are no longer subject to backup withholding, (3) you are a U.S. citizen or other U.S. person (including a U.S. resident alien), and (4) the Foreign Account Tax Compliance Act (FATCA) code entered on this form (if any) indicating that you are exempt from FATCA reporting is correct.

Certification Instructions: Check the first box below if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. Check the second box below and complete IRS Form W-8BEN if you are not a U.S. citizen or other U.S. person (including a nonresident alien). Item 4 above does not apply.

DO NOT CHECK UNLESS APPLICABLE. These selections do not apply to most persons. If you have questions, please contact us.




Accounts & Services (Enter required initial deposit in top section, below)
Checking & Savings

NOTE: A Savings Account is required as a minimum. You may open a Checking Account as an option. Be sure to enter an opening balance for each account.

Checking Account Type  :

Optional Additional Savings Accounts



Overdraft Protection Options




Check Clear Courtesy Overdraft Priviledge

By checking the first or second box below (check only one box), you agree that you have read and understand the What You Need to Know About Overdrafts and Overdraft Fees pre-disclosure and that you are choosing to Opt-In to this service and you understand that you may revoke your opt-in at any time by notifying us.



Security Passphrase

Whenever you speak with one of our Member Services Representatives by phone or in person about your account(s), you will be asked for this password to help verify your identity.

Passphrase can be a maximum of 20 characters including spaces.

I'd also like more information about:


Funding Information (You must complete this section. Name on card / account must match one applicant)

TOTAL AMOUNT TO BE FUNDED USING THE METHOD SELECTED BELOW: $


Copy address from:
Primary
Joint 

  Your credit card or bank account will be charged/deducted the amount shown above, in order to fund the account(s) you have selected.

Primary Account Owner Terms
Please click the "Agreement & Disclosures" button below. When you reach the bottom of the disclosures you will be able to choose to agree or disagree to them.
AGREEMENT & DISCLOSURESClick to read


  I have read and understand the Agreement and Disclosures.






To apply online, you must be a U.S. Citizen or Permanent Resident Alien and be at least 18 years of age.

If you do not meet these requirements, please visit one of our branches to open your account.



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