Savings Account Application

Thanks for considering Washington Savings Bank!

Please note: We only open a savings account for customers that are in our service area of North of Boston and Southern NH.

Choose Your Account and Features

What type of Savings Account would you like to open? *

A Christmas Club or Vacation Club account requires at least a monthly automatic deposit from an existing Washington Savings Account. In the opening deposit section below, please choose TRANSFER FROM AN EXISTING WSB ACCOUNT to choose your recurring deposit.

Will this be a single owner account or a joint account? *

Is the PRIMARY owner an existing Washington Savings Bank customer? *

Is the JOINT owner an existing Washington Savings Bank customer? *

Would the PRIMARY owner like to order an ATM card? *

Would the JOINT owner like to order an ATM card? *

If your account is approved and funded, we will mail the debit card to your address within 7-10 business days with instructions to select your PIN.

By submitting this application I am applying for a Washington Savings Bank Debit or ATM Card. I understand the Debit Card is not a credit card and that the dollar amount of the purchases made with this card will be deducted from my Washington Savings Bank account. I agree to be bound by the terms and conditions covered in the appropriate Disclosure Statement and Cardholder Agreement. As a stipulation to receiving a debit/ ATM card, I am specifically agreeing to the following:

1)To choose a PIN number that would only be known to me (i.e. not 1234, your birthday, etc.)

2) To NOT write or otherwise store this PIN number anywhere, especially on the back of the card.

Would you like to add this account to your existing online banking access? *

Would you like eStatements *

Primary Owner Information

Since we already have your information in our database, we only need to collect minimal information online.

We will verify your request to open a new account with the information we have on file electornically and mail a confirmation to your address on file.

Things you'll need for this application

1) Your social security number

2) A photo ID

3) Proof of address if different that what appears on your photo ID, like a utility bill

First Name *

Middle Initial

Last Name *

Social Security or Tax ID *

Citizenship *

Gender *

Date of Birth * +

SORRY, YOU MUST BE EITHER A US CITIZEN OR RESIDENT ALIEN TO OPEN THIS ACCOUNT
STOP YOUR APPLICATION HERE.

Mobile Phone *

Home Phone

Occupation *

Email Address *

Email Address (confirm) *

Home Street Address *

City *

State *

Zip *

Do you have a different mailing address? *

Yes

No

Mailing Address *

City *

State *

ZIP *

Primary Owner ID/ License Information & Upload

ID/ Driver's License Number *

State Issued *

Date Issued * +

Date Expired * +

Note: Your license issued date may be on the back of your license

Upload a pic of your license or ID *

Take a pic of yourself and upload *

Is the address on your license correct? *

Upload something to prove your home address (phone bill, cable bill, utility bill, etc.) *

Primary Owner Customer Verification (a soft credit check will be pulled)

List a current loan type *

Balance

Name of Loan Company

Previous Address that may appear on your credit report

Joint Owner Information

Is this owner a child? *

First Name *

Middle Initial *

Last Name *

Gender *

Social Security or TAX ID *

Citizenship *

Date of Birth * +

SORRY, YOU MUST BE EITHER A US CITIZEN OR RESIDENT ALIEN TO OPEN THIS ACCOUNT
STOP YOUR APPLICATION HERE.

Same address as primary owner? *

Yes

No

Home Street Address *

City *

State *

Zip *

Mobile Phone *

Home Phone

Occupation *

Email Address *

Email Address (confirm) *

ID/ Driver's License Number *

State Issued *

Date Issued * +

Date Expired * +

Note: Your license issued date may be on the back of your license

Certification of Tax Status (only select one) *

I am not subject to backup withholding. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, (c) the IRS has notified me that I am no longer subject to backup withholding and I am a U.S. person (including U.S. resident alien), or (d) I am exempt from FATCA reporting. (This is most common.)

I am subject to backup withholding. I am subject to backup withholding because I have been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest and dividends, I am a U.S. person (including U.S. resident alien), and I am exempt from FATCA reporting. (You will know if this applies to you.)

ESIGN Consent *

ESIGN CONSENT: By checking here, you acknowledge the receipt of our Esign Disclosure and consent to the electronic delivery of the disclosures, notices, terms and conditions, other documents, and any future changes. You also agree that Washington Savings Bank does not need to provide you with an additional paper (non-electronic) copy of the disclosures, notices, terms and conditions, and other documents, and any future changes, unless specifically requested.

Account Agreement and Compliance Disclosures *

Washington Savings Bank reserves the right to use the above information to obtain verifications of identity and background before opening any accounts. We may also access information about you from a consumer reporting agency, such as a copy of your credit report, before opening any account. By submitting this form, I/we grant full permission to do so and also acknowledge receipt of the e-Sign disclosure and compliance disclosures; namely the Terms and Conditions of Account, Truth in Savings, Fee Schedule, Privacy Policy, Funds Availability Policy, Customer Identification Notice, and Electronic Funds Transfer disclosure.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you:

When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

SIGNATURE *

clear

JOINT OWNER SIGNATURE *

clear

* +

Opening Deposit

If approved, how would you like to make your opening deposit? *

Debit/ Credit card deposit ($10 max)

Please enter your card information below for your $10 opening deposit.

The card transaction will only be processed if your account application is approved.

Invalid card information will result in an automatic account application denial.

Name on Card *

Credit Card Type *

Credit Card Number *

CVC Code *

Expiration Date (mm/yy) *

Mail in a check

If approved, please mail your check to

Washington Savings Bank

30 Middlesex Street

Lowell, MA 01852

Attn: Online Dept

Visit a Branch

If approved, please visit a branch

Mon - Wed

9 a.m. - 4 p.m.

Thu - Fri

9 a.m. - 6 p.m.

Sat

9 a.m. - 3 p.m.

Lowell

30 Middlesex Street

Lowell, MA 01852

(978) 458-7999

Dracut

100 Broadway Road

Dracut, MA 01826

(978) 275-6000

Transfer from an existing Washington Savings account

What type of existing account would you like to transfer from? (we'll find the number on our system) *

Comments

How much would you like to transfer to open the new account? ($50 max) You can make additional transfers online, via ATM, or in-branch once opened. *