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.

    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.
    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. 
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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. 


This is banking made for you!