Please Choose A Different Account Type

Business Account

Tax-advantaged savings for education. Tax-free earnings and withdrawals for qualified educational expenses.

Coverdell ESA

For non-US citizen members and AFCU students

International Membership

Retirement account that enables you to delay paying taxes until the money is withdrawn.

Individual Retirement Account

Create a minor account with a joint owner.

Minor Membership

For individuals opening their own account.

Personal Membership

Securely hold and manage assets for designated beneficiaries.

Trust Account

AFCU Film Account

Select the length of your certificate from {min} to {max} months.

Choose Your Certificate Term

Lock in a competitive fixed yield for a set term with our Share Certificates.

After you submit your share certificate, you will need to fund your account by clicking "Make a deposit into your account".

You already have a pending request

By opting into receiving SMS text messages from Allegacy Financial®, you agree to the 

You indicated you're a U.S. Person but previously selected you don't have an SSN. To meet U.S. regulatory requirements, please restart your application and include your SSN/ITIN.

SSN/ITIN Required for U.S. Persons

Just a few more questions

You have a few tasks left to complete your applications.

Additional Information Requests

Are you sure to cancel your automatic transfer?

Transfer Details

Set up one-time or automatic transfers between your Allegacy Financial® Credit Union accounts.

Choose Transfer Frequency

How Much Would You Like To Transfer?

You can access and edit your transfers within Online Banking.

Review Your Transfer

Enter the details below for your beneficiary

Tell us your beneficiary's address

A beneficiary inherits an account's assets in the event the account owner passes away.

Tell us your home address

Let's learn more about you

Please enter date of birth below. SSN is optional for beneficiaries.

And lastly, just a few more details

Your beneficiary will receive a link via email to enter their personal information.

Your beneficiary will receive an email link to enter their personal information. Please inform them that they should be expecting an email from us shortly.

Enter the beneficiary's email address

Let's learn more about your beneficiary

You may add or update your beneficiary information at any time. If you'd like to designate an entity, multiple beneficiaries or need assistance, please 

Add a Beneficiary to Your HSA

Your beneficiary will receive an email link to provide their information.

A beneficiary inherits an account's assets in the event the account owner passes away. If you would like to add an entity as your beneficiary, please 

How Would You Like To Add A Beneficiary?

What Is Your Business's Mailing Address?

This must be a physical address where you conduct business and cannot be a PO box.

Where is Your Business Located?

Please select up to one control person.

Select Your Control Person

DBA Document

Please specify your DBA name and attach your DBA or any trade name documents.

DBA (Doing Business As) or an Official Name Change

Please upload documentation showing your EIN/TIN number issued by the IRS.

Next, We'll Need Your EIN Documents!

Next, We'll Need Your Formation Documents!

Select business eligibility type

Share More About Your Business

To add a new signer, upload documentation showing they're authorized on this account (e.g. a resolution or signed authorization letter).

Upload Proof of Authorization

They will receive an email link to enter their personal information.

Enter Additional Individual Details

A corporate resolution authorizing this signer removal.

Edit Owner or Signer

Edit Owner or Signer Invite

Please upload documentation supporting this signer removal.

Upload Supporting Documentation

This signer will be removed from the application and will no longer be associated with this account.

Remove {name}?

The signer has been removed from your application.

Signer Removed

A resolution or letter signed by an existing owner authorizing this addition.

Manage the owners and authorized signers on your business membership.

Owners and Signers

Individuals with 25% stake in your company or more must be added. You may also add anyone who has control over your company's finances (like a CFO).

{name} will receive an email link to enter their personal information. Please inform them that they should be expecting an email from us shortly.

You're All Set!

Would You Like to Add Another Owner, Signer, or Control Person?

A DBA or "Doing Business As" is the name a company uses instead of its official name. Also known as a Fictitious Name, it's how a business presents itself to the world.
A DBA is commonly used for sole proprietorships when the owner's name is not used.

Information on DBA Names

Let's Learn About Your Business

Now, What Is the Best Number to Reach Your Business?

Now, Help Us Understand More About Your Monthly Transactions

Let's Learn About Your Organization

Account Information

Company Documents

Business information

Job title

Name

Owner/Signer {count}

Take a moment to confirm everything looks right. You can edit select details before submitting.

Review Your Application Details

An EIN, or Employer Identification Number, is a special 9-digit ID for U.S. businesses, given out by the IRS. 
You can receive an Employer Identification Number (EIN) <link>from the IRS</link> within minutes. Resume your application once you're ready- we saved your progress!

Have questions about an EIN?

If you are a sole proprietor and do not have an EIN, you may enter your Social Security Number.

What Is Your Business Tax ID?

Provide the email address where you can be reached at work.

Now, Enter Your Business Email

If no ownership applies, please enter "0."

Tell Us About Your Current Role

You agree to immediately notify us if you at any time make a change to your business that would require a "Yes" response to any of the above.

Is Your Company Any of the Following?

You must be able to make key decisions for the business as an owner, officer, or other authorized individual. 

About You

Tell us what your business is all about.

Business

Invite signers and beneficial owners with at least 25% ownership.

Owners/Signers

Double-check your details and documents.

Review

We'll walk you through these steps to get your account up and running:

Your Application at a Glance

You've successfully submitted your owner/signer application.

Success

What makes a great account? No surprises, no hassle, and people there to help when you need it. If your current checking account is costing you more and giving you less, try Freedom Checking!

Freedom Checking

Benefits Plus® Checking entitles you to an exclusive program that saves you and your family money on products and services you use every day.

Benefits Plus Checking

Reward Checking acts like a traditional checking account but has added features that actually reward you for using it.

Reward Checking

A Money Market account offers a higher interest rate than a regular share savings as long as you keep a minimum of $500 in the account. No fees.

Century Money Market

No minimum balance to open, No fees, Dividends paid monthly, Limited check writing, Competitive rates.

Gold Money Market

No minimum balance, no monthly maintenance fee, no dividends, $0.35/item over 200 transactions, $0.50/ check for mobile deposits, Cash handling fee.

Small Business Checking

No minimum balance, $20 monthly maintenance fee, Dividends paid monthly, $0.10/item; no transaction limit, $0.50/check for mobile deposits, Cash handling fee.

Business Checking

Not-for-profit business only, No minimum balance, No monthly maintenance fee, No transaction fees, Dividends paid monthly.

Association Checking

You may choose multiple accounts

Let's Get Started!

Select checking accounts based on your needs.

You're under 16, so a checking account has to be opened with a parent or joint owner. Choose {minorAccountName} to continue with checking, or skip checking to continue.

A parent or joint owner is needed for checking

Choose the accounts you would like to open

Courtesy Pay Terms and Conditions

Learn more about Courtesy Pay

You've successfully opted into Courtesy Pay.

You're all set

Would you like to enroll in Courtesy Pay?

Your account is already set up with a debit card. If you're not seeing it, please contact support.

You already have a debit card

Select your preferred debit card design.

Only one debit card request is allowed at a time. Please return to request cards for additional checking accounts.

Your card should arrive in your mailbox within 7 to 10 business days.

Receive your card within 7-10 days by delivery.

We're sorry. We are unable to service you. If you believe you are receiving this message in error, please contact support.

Unfortunately, your application has been denied

We'll need to confirm you are eligible for Allegacy Financial Credit Union.

Select the option that best describes your current employment status.

Upload or take a photo of the minor's ID to help confirm their identity..

Verify the minor's identity

Enter the minor's details. If they don't have an email, you can use the parent or guardian's.

Please use the minor application type to complete your membership.

Minor application is required to continue

Upload or take a photo of your ID document.

Verify Your Identity

Choose the account that will receive your new direct deposits.

Let's Get Started

What is the custodian's date of birth?

What is

date of birth?

What is minor's date of birth?

Date of birth (MM/DD/YYYY)

PDF, JPG, or PNG. Max file size 10MB.

Please upload your document

Below are your options to join.

I live, work, worship, or attend school in an eligible county.

Where do you live, work, or study

Select the company below

Let's confirm the joint owner's eligibility

What is your current eligibility status

Select organization

Select your school or census tract

Enter your family member's name and, if available, their date of birth.

Family member eligibility

We've emailed your sponsor member to provide their member number and confirm sponsorship of your application.

Let's find your path to membership

Select joint owner's eligibility type

Select eligibility type

Enter your email address

What is the custodian's email?

Please use a different email address

Looks like you've been here before

Please Log in to Add an Additional Account

What is the joint owner's email?

email?

What is the minor's email?

We'll use your email to send updates and important information about your membership.

Who is your employer?

Occupation

What is your employment info?

What is your job title?

Please enter your joint owner's employment information.

What is the joint owner's employment info?

What is your joint owner's current status of employment?

Select your joint owner's employment status

Please enter your joint owner's total income from other sources. If none, enter $0.

Please enter your joint owner's employment information below.

Select joint owner's employment status

Please enter your joint owner's total income from other sources, including parental support, if any. Exclude financial aid, scholarships, and grants. If none, enter $0.

Previous Occupation

What is your source of funds?

Please enter your employer and occupation.

Please enter your total income from other sources, including parental support, if any. Exclude financial aid, scholarships, and grants. If none, enter $0.

Tell us about your employment or primary source of income.

Please enter your business name and occupation.

Please enter your previous occupation.

Your employment status

Let's get started

Allegacy Financial is where roots and relationships matter

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