Regular Savings Account Application Requirements

To complete this application, you will need the following information.

For yourself and joint applicant:

  • Address
  • Phone number
  • Social Security or Tax ID Number
  • Date of birth
  • One form of identification (driver's license, passport or government-issued ID), including the ID number, date of issue and expiration date

For your beneficiaries (you may designate up to three beneficiaries):

  • Name(s)
  • Address
  • Social Security or Tax ID Number
  • Date of birth

IMPORTANT INFORMATION ABOUT OPENING A NEW 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. One section of the USA Patriot Act says we must: Verify the identity of any person seeking to open an account (which includes Trust, Investments, Safe Deposit, Loans and Deposit Accounts). Maintain records of information used to verify the person's identity including name, address, date of birth, and other information that will allow us to identify you. Morrill and Janes Bank will follow this Federal law by verifying picture identification card(s), such as your driver's license or other identifying documents. In some cases, picture identification will be requested for existing customers because original documentation was not obtained when the account was opened. In all cases, protection of our customer's identity and confidentiality is the Bank's pledge to you. We proudly support all efforts to protect and maintain the security of our customers and our country.

Before You Begin
The browser "BACK" button has been disabled throughout the application process. The application process is complete once you have read and agreed to the Account Agreement, signed electronically, and submitted. The signature card will be sent to you in a Welcome Kit. Your account will be activated for transactions upon receipt of the opening deposit and the signature card completed by all owners.