Before your appointment, please review the list below
of what you’ll need to have handy.
What you’ll need:
- Social Security number and date of birth for all account holders
- Phone number and email address
- Physical U.S. address
- Debit card or account information for funding new account(s)
If you have any questions before your meeting, don’t hesitate to contact us at 1-800-479-7928
Please note: each individual who will be authorized to use the account
must be present and have a valid ID.