Best Financial Credit Union

Required Information

Accounts can be opened for individuals (Trust, Business and Fiduciary Accounts will need to apply in person at the Credit Union). You will need the following information to apply for an account:

• Social Security Number (SSN), EIN or ITIN
• Driver’s License
• Phone number and email address
• Physical Address
• Birth Date (must be at least 18 years of age to apply online)
• Employer (if retired or unemployed please provide the last place of employment)

Additional Account Owners

You can add multiple owners to your application.

• The primary person opening the account can submit the information for the joint owner, or
• The joint owner can complete their own application.

Additional owner’s greater than two (2) persons will require a separate application, regardless.
The same information will be required for the joint owner using either method of adding a joint owner.
Beneficiaries can be added after the account is approved for membership.