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Funding

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We offer a way to instantly verify your account information using . We only use this partner service to retrieve information required to transfer funds from your specified financial institution and to verify that your current balance is sufficient for this transaction.
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'Doing Business As' Information

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'Doing Business As' Information
DBA Business Information
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SSN
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Your Business Tax ID is used for identification purposes.
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
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Tell Us About Yourself

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Tell Us About Yourself
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
Current Physical Address
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Upload Documents

Please upload your driver's license or state-issued ID card.

If the address on you identification is not current or does not show your physical address please provide a recent utility bill or financial statement with your name and current physical address.
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Co-Driver's License Scan

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Speed up your application process by taking the BACK image of your US driver's license.
If you do not wish to use this feature, simply close this popup window and proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

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Driver's License Scan

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Speed up your application process by taking the BACK image of your US driver's license.
If you do not wish to use this feature, simply close this popup window and proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

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System can't prefill due to ZIP code discrepancy. Please proceed by manually entering the information or correct the value in the ZIP field in the 1st page.
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Minor Applicant Information

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Tell Us About Yourself
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Joint Applicant Information

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About Your Joint Applicant
Personal Information
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Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.
Current Physical Address
Contact Information
Identification
About Your Employment
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Upload Documents

Please upload your driver's license or state-issued ID card.

If the address on you identification is not current or does not show your physical address please provide a recent utility bill or financial statement with your name and current physical address.
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Beneficiaries Information

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Beneficiaries percent share information page

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Tell us about your beneficiary percent shares

Other Products

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Please indicate the percentage of the payout each beneficiary will receive:


Distribute Evenly
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Press this button if you want to assign an equal value to all beneficiaries.

In some cases, 100 cannot be divided evenly by the number of beneficiaries When this occurs, the amount of the first beneficiary will be increased to make the total equal 100%.

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Document Upload Source Selector

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Document Upload Source Selector

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Review and Submit

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Review and Submit
Product Selections
Additional Application Information
Applicant Information
Contact Information
Identification Information
Secondary Identification Information
Address
Employment Information
Previous Employment Information
Joint Applicant Information
Joint Applicant Contact Information
Joint Applicant Identification
Joint Applicant Secondary Identification
Joint Applicant Address
Joint Applicant Employment Information
Beneficiary Information
Funding Source
Review Minor Information
Minor Information
Minor Contact Information
Minor Identification Information
Minor Secondary Identification Information
Minor Physical Address
Please answer the following question(s)
How did the applicant hear about CU SoCal?*
Name of the organization*
Would you like to receive text message updates regarding your application? Standard message rates and data may apply.
Do you have a promotional code?
Enter promo code:*
Is this application a part of the Care to Share Member Referral Campaign?
Will you please provide the referring Member's first name?
Will you please provide the referring Member's last name?
Will you please provide the referring Member's email address?


Your Credit Union Member vote is important. If you can't attend a meeting of Members, you can still have a say in the future of the credit union by approving the Board of Directors to appoint a proxy on your behalf.


Please review the Proxy Vote form and answer the question below.


Do you give the Board of Directors the authority to appoint a Proxy on your behalf?


For the election of directors and members of the supervisory committee of the Credit Union to serve for a term of three (3) years and until their respective successors shall be elected and shall qualify.


If the above authority to vote is being granted, please select "yes".


To vote on the adoption of Amendments of the Articles of Incorporation and Amendments to the Bylaws of the Credit Union, including amendments repealing, restricting, creating or expanding proxy rights, except as otherwise prohibited under applicable law.


If the above authority to vote is being granted, please select "yes".


To vote on any sale, lease, conveyance, exchange, transfer or other disposal of all or substantially all of the Credit Union’s assets.


If the above authority to vote is being granted, please select "yes".


To vote on the principal terms of any merger between the Credit Union and any other Credit Union or other business entity.


If the above authority to vote is being granted, please select "yes".


To vote on any removal of any or all directors.


If the above authority to vote is being granted, please select "yes".


To vote on such other proper business as may come before such meetings.


If the above authority to vote is being granted, please select "yes".
Read, Sign and Submit

Please review the account disclosures and agreements below. These documents contain many of the terms and conditions that will apply to your account(s). We recommend that you print or save a copy of each of these documents for future reference.

Your application is not complete until you read all of the disclosures below and click the “I Agree” button. If you do not agree with any of the terms in these disclosures you may close your internet window to cancel this request.

By clicking the “I Agree” button you hereby apply for Membership in Credit Union of Southern California (CU SoCal) and acknowledge that you have received a copy of CU SoCal’s Esign Consent and Disclosure, Truth-in-Savings Disclosure (TISA), Fee Schedule, and Courtesy Pay Disclosure. You agree to be bound by the by-laws of the TISA and any amendments thereto. All checking accounts will receive a debit card and be set up for overdraft transfers. Refer to the schedule of fees.

Furthermore, by clicking the “I Agree” button you authorize CU SoCal to obtain credit reports in connection with this account and any future credit opportunities. If you provide use with any joint applicant(s) on this Membership, you are also agreeing that the joint applicant(s) have authorized submission of this application and agree to these terms.

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The links to Agreements & Disclosures will be sent to your e-mail account so you may view/print later.
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One-Time Passcode

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One-Time Passcode
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Authentication Questions

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Authentication Questions
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Almost Done

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