Personal Information
Identity Verification
Opening Deposit

Personal Information

DIRECT Checking

Open Your Account

Personal Information
Identity Verification
Opening Deposit

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Applicant Information

USA PATRIOT ACT

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 for 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.

Membership Eligibility

Anyone who lives, works, worships or are part of any school district in Washington State, or is a family member of a current EvergreenDIRECT Credit Union member is eligible for membership. Please confirm your eligibility below:

OK Please indicate how you are eligible.

How are you eligible?
- I live, work, worship, or are part of any school district in Washington State.
- I am a family member of an existing member.
Name of existing member:
OK The name of existing member is required.
Relationship to existing member:
OK Relationship to existing member is required.
- By checking this box, I acknowledge that I am eligible for membership as indicated above. I also understand that $5 dollars of the initial funding amount will be used to open a Share Savings Account that is required for membership.
OK By checking this box, I acknowledge that I am eligible for membership as indicated above. I also understand that $5 dollars of the initial funding amount will be used to open a Share Savings Account that is required for membership. is required

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We ask that you confirm your ability to download, open, and view the required Portable Document Format (PDF) files. Once you have entered the confirmation code, you may close the PDF document and continue the application process.

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OK Error - Please enter the code to verify that you can view the required Portable Document Format (PDF) files. If the code isn't visible you will need to visit your nearest branch to apply for an account.

Basic Info

First Name
OK First Name is required
Last Name
OK Last Name is required
Email Address
OK Email Address is required
Phone
OK Phone is required
Date of Birth
OK Date of Birth is required
Social Security Number
OK Social Security Number is required

Address

Address
OK Address is required
City
OK City is required
State
OK State is required
Zip Code
OK Zip Code is required
- Mailing address is different (Optional)
OK Mailing address is different (Optional) is required

Mailing Address

Address
OK Address is required
City
OK City is required
State
OK State is required
Zip Code
OK Zip Code is required

Previous Address

OK You must select one of the following.

Have you lived at this address for less than 2 years?
- No
- Yes
Previous Address
OK Previous Address is required
City
OK City is required
State
OK State is required
Zip Code
OK Zip Code is required

Identification

OK What form of ID would you prefer to use? is required

What form of ID would you prefer to use?
- Drivers license or state-issued ID
- US Passport
License Number
OK License Number is required
State
OK State is required
Expiration Date
OK Expiration Date is required
Passport Number
OK Passport Number is required
Expiration Date
OK Expiration Date is required

Tax Status

OK Please select one of the following.
- I am not subject to backup withholding. This is most common. Under penalties of perjury, I certify that 1. My Social Security number is correct, 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, 3. I am a U.S. citizen or U.S. resident alien, and 4. I am exempt from FATCA reporting.
- I am subject to backup withholding. You will know if this applies to you. Under penalties of perjury, I certify that 1. My Social Security number is correct, 2. I am subject to backup withholding because I have been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, 3. I am a U.S. person or U.S. resident alien, and 4. I am exempt from FATCA reporting.

What is this?

If you have any questions about how to complete this section please download instructions.

Joint Applicant

OK Will this be a joint account? is required

Will this be a joint account?
- No, I am the only applicant
- Yes, I have a co-applicant

Co-Applicant Basic Info

First Name
OK First Name is required
Last Name
OK Last Name is required
Email
OK Email is required
Phone
OK Phone is required
Date of Birth
OK Date of Birth is required
Social Security Number
OK Social Security Number is required

Co-Applicant Address

Address
OK Address is required
City
OK City is required
State
OK State is required
Zip Code
OK Zip Code is required
- Mailing address is different
Optional OK Mailing address is different is required

Co-Applicant Mailing Address

Address
OK Address is required
City
OK City is required
State
OK State is required
Zip Code
OK Zip Code is required

Co-Applicant Previous Address

OK You must select one of the following.

Have you lived at this address for less than 2 years?
- No
- Yes
Previous Address
OK Previous Address is required
City
OK City is required
State
OK State is required
Zip Code
OK Zip Code is required

Co-Applicant Identification

OK What form of ID would you prefer to use? is required

What form of ID would you prefer to use?
- Drivers license or state-issued ID
- US Passport
License Number
OK License Number is required
State
OK State is required
Expiration Date
OK Expiration Date is required
Passport Number
OK Passport Number is required
Expiration Date
OK Expiration Date is required

Co-Applicant Tax Status

OK Please select one of the following.
- I am not subject to backup withholding. This is most common. Under penalties of perjury, I certify that 1. My Social Security number is correct, 2. I am not subject to backup withholding because (a) I am exempt from backup withholding, (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, 3. I am a U.S. citizen or U.S. resident alien, and 4. I am exempt from FATCA reporting.
- I am subject to backup withholding. You will know if this applies to you. Under penalties of perjury, I certify that 1. My Social Security number is correct, 2. I am subject to backup withholding because I have been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, 3. I am a U.S. person or U.S. resident alien, and 4. I am exempt from FATCA reporting.

What is this?

If you have any questions about how to complete this section please download instructions.

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 for 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.

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