Exchange Flex Checking

Personal Information

  • Are you a new customer?

    OK Are you a new customer? is required
  • OK Name is required
  • OK Social Security Number is required

  • Date of Birth

    OK Date of Birth is required
  • OK Home Phone is required
  • Optional OK Daytime Phone is required
  • OK Mother's Maiden Name is required
  • OK Email is required

Contact Information

  • OK Choose the location you would like to complete your application is required

  • How would you prefer to be contacted?

    OK How would you prefer to be contacted? is required

  • When is the best time to arrange an appointment?

    OK When is the best time to arrange an appointment? is required

Address Information

  • OK Residential Address (Not a P.O. Box) is required
  • OK City is required
  • OK State is required
  • OK Zip is required

  • Use residential address for mailing address

    OK Use residential address for mailing address is required
  • OK Mailing Address (if different than above) is required
  • OK City is required
  • OK State is required
  • OK Zip is required

Joint Account Information

  • Number of Joint Owners on this Account

    OK Number of Joint Owners on this Account is required

Joint Applicant #1

  • OK Relationship to Primary Applicant is required
  • OK Name is required

  • Date of Birth

    OK Date of Birth is required

  • Social Security Number

    - -
    OK Social Security Number is required
  • OK Drivers License Number is required
  • OK State Licensed Issued is required

  • Home Phone

    - -
    OK Home Phone is required

  • Work Phone

    - -
    OK Work Phone is required
  • OK Residential Address is required
  • OK City is required
  • OK State is required
  • OK Zip is required

Joint Applicant #2

  • OK Relationship to Primary Applicant is required
  • OK Name is required

  • Date of Birth

    OK Date of Birth is required

  • Social Security Number

    - -
    OK Social Security Number is required
  • OK Drivers License Number is required
  • OK State License Issued is required

  • Home Phone

    - -
    OK Home Phone is required

  • Work Phone

    - -
    OK Work Phone is required
  • OK Residential Address is required
  • OK City is required
  • OK State is required
  • OK Zip is required

Comments

  • Optional OK is required

Security Code

  • OK is required

    • Exchange Bank & Trust reserves the right to use the above information to obtain verifications of identity and background before opening any accounts. We may also access information about you from a consumer reporting agency, such as a copy of your credit report, before opening any account. By submitting this form, you grant full permission to do so.

    To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We will let you know if additional information is required.

What Do Our Neighbors Think?

I didn't realize you had a facebook page. I love it!! I have had an account with you since the '70s. You all are wonderful!!

Susan from Virginia  

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