IMPORTANT INFORMATION ABOUT PROCEDURES FOR 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.

What this means to you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

Please include the following upon submission of these account forms:

FOR US CITIZENS - A copy of your driver's license, state issued ID card, passport, utility bill or similar documents. You must include at least one document with a number and your signature.

FOR NON-US PERSONS - A copy of a passport, driver's license, valid government issued ID card or similar documents. You must include at least one document with a number and your signature.

FOR ENTITIES SUCH AS CORPORATIONS OR PARTNERSHIPS - Articles of incorporation, good standing certificates, partnership agreements, business licenses or similar documents.

We thank you for your cooperation in this matter.

Note: To view these files you will need the free Adobe® Acrobat® Reader™.

Select and download the appropriate forms for your new account from below.

• Application and Customer Agreement Information and Disclosures
• Individual, Joint, IRA or Sole Proprietorship
• Corporations, LLCs, Partnerships, Trusts & Pension Plans
• If you are a non-US account holder, please ensure you complete the relevant tax form necessary for us to process the account.

Sign and date all appropriate areas on all applications and forms.

Contact Harry Michas for instructions on providing us with your application. (Some accounts may require additional documentation. If you have any questions regarding the account documents, please contact us).

For further information on the regulatory Anti-Money Laundering Requirements, please click here.