Personal Information
Identity Verification
Opening Deposit

Personal Information

Wealth Builder Savings

Open Your Account

Personal Information
Identity Verification
Opening Deposit

Secure Form

This form supports TLS 1.2 encryption to protect your personal information while it is in transit.

To learn more about what we do with personal information, view our Privacy Policy

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

Employment

What is your current employment status?
OK What is your current employment status? is required
What is your occupation?
OK What is your occupation? 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.

By submitting this application, you agree to the Kasasa Digital Technology Terms of Use Agreement.

Personal Information

Wealth Builder Savings

Open Your Account

Secure Form

Confirm Information

Verify

Fund Your Account

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Applicant Information

Eligibility

Additional Information

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How Did You Hear About Us?

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