Forms & Applications

Explore Personal Forms & Applications at UBank

Not sure what documents we need?

You've come to the right place - this page is the complete guide to personal banking documents!
Whether you're opening an account or applying for a personal loan, you'll find the details listed here.

NEW ACCOUNT:
First-Time Customers
Opening your first account is easy - we only need 3 things to get started:
1. Social Security Number
2. Form of Identification
3. Minimum Opening Deposit
To view or print the full checklist, download the PDF.
DOWNLOAD CHECKLIST
NEW ACCOUNT:
Existing Customers

If you're already a customer, then we have all your info on file. All you need is the minimum opening for the account you'd like to open.
From there, we'll just need signatures on the new account documents.

EXPLORE ACCOUNTS

HOME LOANS

Need to apply for a mortgage or refinance an existing one?
We can help with that!
If you're ready to get started, take a look at the Mortgage Application Checklist below and contact your local lender. Or you can...
Read More About Mortgage

MORTGAGE CHECKLIST
OTHER CONSUMER LOANS
Other consumer loans include:
- Personal Loans (Debt Consolidation or Major Expenses)
- Auto Loans
- Boat & RV Loans
Read More About Other Consumer Loans
LOAN CHECKLIST

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Want to learn more about personal account options?

Visit our accounts pages or call your local relationship bankers to see which option is made for you.

CHECKING SAVINGS

This is banking made for you!