Scribd
Upload
12 views3 pages

Newaccountform 2

The document is an American Bank New Account Opening Form that collects personal information, account preferences, and service requests from potential customers. It includes sections for personal and joint owner details, account services, trust information, debit card and check requests, electronic access enrollment, and beneficiary designations for IRA and HSA accounts. Completed forms can be submitted via email or mail to the bank's designated address.

Uploaded by

Li Hui L
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
12 views3 pages

Newaccountform 2

The document is an American Bank New Account Opening Form that collects personal information, account preferences, and service requests from potential customers. It includes sections for personal and joint owner details, account services, trust information, debit card and check requests, electronic access enrollment, and beneficiary designations for IRA and HSA accounts. Completed forms can be submitted via email or mail to the bank's designated address.

Uploaded by

Li Hui L
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

American Bank

New Account Opening Form


Completed forms can be emailed to relationshipbankers@americanbankbd.com or mailed to American
Bank, Attn.: New Accounts, PO Box 438, Beaver Dam, WI 53916.
Name:

Social Security #:

What type of account would you like to open (circle all that apply):

Checking Savings Certificate IRA/HSA

Are you currently an American Bank customer?


Yes, please skip to section 5
No, please begin with section 1

Section 1: Personal Information

Street Address City State Zip

Phone Email Address Mothers Maiden

Date of Birth Drivers License # Issue Date Expiration Date

Occupation Employer
Are you a US Citizen?

Section 2: Joint Owner

Street Address City State Zip

Phone Email Address Mothers Maiden

Date of Birth Drivers License # Issue Date Expiration Date

Occupation Employer

Section 3: Account Services


Will either account owner use any of the following services?
Make deposits or cash withdrawals over $5,000? Yes or No
Purchase cashiers checks, money orders, gift cards, etc.? Yes or No
Receive/send direct deposit items (US)? Yes or No
Receive/send direct deposit items (Foreign)? Yes or No
Receive/send wire transfers (US)? Yes or No
Receive/send wire transfers (Foreign)? Yes or No
Will American Bank be your only bank? Yes or No
Are all account holders US Citizens? Yes or No

Section 4: Trust

Name of Trust

Date of Trust Trust Tax ID Number

Trustee Name Trustee Social Security Number

Street Address City State Zip

Trustee Name Trustee Social Security Number

Street Address City State Zip

Section 5: Debit Card


Would you like to order a debit card for your account?
Yes Yes - Joint Owner
No, skip to section 5
I would like to sign up for text alerts (to be used when potential fraud is detected)
Phone number for text alerts

Section 6: Checks
Would you like to order checks for your account?
Yes, complete section below
No, skip to section 6 Design Choices:
Blue Safety
Information to put on checks: Yellow Safety
Name Blue Marble
Address Green Marble
Phone Number Antique (Tan)
Drivers License # Eagle
Monarch Butterfly
Check Design Country Barn
Seaside
Duplicate or Wallet (circle one) Antlers (Deer)

Section 7: Electronic Access


I would like to enroll for the following:

Online Banking (required to access the app or eStatements)


Mobiliti (App)
eStatements
Bill Pay

Section 8: Beneficiary (for IRA and HSA Accounts ONLY)

Number of primary beneficiaries


Number of contingent beneficiaries

Are you married?


Yes
No

Will your spouse be your primary beneficiary?


Yes
No

Please provide the following for all beneficiaries (attach additional pages as needed):

First Name Middle Initial Last Name

Social Security # Date of Birth

Percentage Primary or Contingent (circle one)

First Name Middle Initial Last Name

Social Security # Date of Birth

Percentage Primary or Contigent (circle one)

First Name Middle Initial Last Name

Social Security # Date of Birth

Percentage Primary or Contingent (circle one)

You might also like