Star One Credit Union

Before You Apply for a Membership under a Revocable Trust

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Note: This online application is intended for a Revocable Living Trust in which the Trustor and Trustee party are the same. If your trust agreement is irrevocable in nature or your Trustor and Trustee party are different please contact us at (866) 543-5202.

Thank you for choosing Star One Credit Union.

This application process should take approximately 10 minutes, and you will need the following items:

Valid U.S. Issued Driver's License or Valid U.S. Issued Passport.
U.S. Social Security Number
Account information for accounts that you would like to close and transfer to Star One Credit Union
If designating a Trust Beneficiary, you will need their social security number, birth date and address
When adding a new deposit product (sub-savings, checking or certificate account) to an existing membership account, a joint signer(s) may be added at the same time
When opening a new trust account, you will need to provide a copy of the Trust Certification or the first, last page and the page that names the Successor Trustee(s) of the trust.

For your security, the system will log you off if there is no activity for 15 minutes.

To return to a saved application, click on the 'Forms' link located at the top of Star One's Home page and then click on the 'Saved Application' link under 'Membership and Deposit Applications'. Enter your Confirmation number (this number displays on the Confirmation page and is sent to you in an automatic email).

We look forward to providing you with valuable financial products and services and welcome you to Star One Credit Union.

Important Information About Procedures for Opening a New Account
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 to You:
When you open a new 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.

TIN Certification and Backup Withholding Information

By signing the Account Card, I certify under penalties of perjury, that (1) I am a U.S. person (including a U.S. resident alien), (2) the Social Security Number (SSN)/Taxpayer Identification Number (TIN) shown is my/the correct identification number and (3) I am NOT, unless designated below, subject to backup withholding because I have not been notified that I am subject to backup withholding as a result of a failure to report all dividends or interest, or because the IRS has notified me that I am no longer subject to backup withholding. Check below applicable box(es).

I am subject to backup withholding

I am exempt

I am NOT a United States citizen or U.S. Person (complete W-8BEN form)

Consent to Electronic Records

Please carefully read the following electronic communications disclosures and acknowledge your consent by checking the corresponding "I Agree" boxes:

I Agree Membership & Account Agreement

I Agree Checking & Savings Rate and Fee Schedule

I Agree Trust Agreement and Certification of Trust

I Agree Identity Verification

Name (First, MI, Last) First Name

Middle Initial

Last Name

Date of Birth

Social Security Number