Account Opening

Disclaimer and Security

Completion of this form does not constitute approval of account opening. This form triggers a process whereby a personal banker will manually review the information and contact you for further information as necessary. Once all requirements for the banking relationship and specified account type have been met, the personal banker will contact you to make arrangements for completion of relevant documentation, at which point applicable disclosures will also be provided.

Information submitted with this form is encrypted and securely transmitted to First Westroads Bank. If the account is opened, you will receive a Privacy Policy detailing how we care for retained information. Only information designated with a "*" is required in order to submit this form. All other information on this form is optional but will be requested prior to account opening. If you are not comfortable submitting information online, please contact us directly at (402)330-7200 to make alternate arrangements.

Business Information

Business Name*

Full Legal Name of Entity

Business Tax ID Number

Not mandatory here but may be required prior to account opening.

Business Primary Phone*

Please include area code.

Business Physical Address*

Address Line 1

Address Line 2

City

State

ZIP Code

Business Mailing Address (if different from Physical Address)

Address Line 1

Address Line 2

City

State

ZIP Code

Different kinds of documentation are required for different types of business. You can use the options below to upload documents now or provide them upon request from your personal banker.

Business Type

Corporation LLC Partnership Organization or Association Non-Profit Sole-Proprietorship

EIN Assignment Letter from IRS

No File Chosen

File uploads may not work on some mobile devices.

Required for most business types. Exclusions may apply for Sole-Proprietorships, Organizations, or Associations.

Business Resolution or Recording of Minutes

No File Chosen

File uploads may not work on some mobile devices.

Documentation, preferably signed, to list authorized signers and the powers thereof.

Articles of Incorporation

No File Chosen

File uploads may not work on some mobile devices.

Articles of Organization

No File Chosen

File uploads may not work on some mobile devices.

LLC Agreement

No File Chosen

File uploads may not work on some mobile devices.

Partnership Agreement

No File Chosen

File uploads may not work on some mobile devices.

Including Limited Partnership and Limited Liability Partnership.

Registration of Trade Name

No File Chosen

File uploads may not work on some mobile devices.

Not mandatory but encouraged. Obtained via Secretary of State.

Your Information

Name*

First Name

Initial

Last Name

Tax ID Number

Not mandatory here but may be required prior to account opening.

Email*

Date of Birth*

Primary Phone*

Please include area code.

Primary Phone Type*

Secondary Phone

Please include area code.

Secondary Phone Type

Physical Address*

Address Line 1

Address Line 2

City

State

ZIP Code

How long have you been at this physical address?

Please insert approximate time in years.

Mailing Address (if different from Physical Address)

Address Line 1

Address Line 2

City

State

ZIP Code

Employer? (or former employer if retired)

Student or Unemployed are applicable here as well.

Position or Title

How long have you been with this employer?

Please insert approximate time in years.

Would you like a debit card for your checking account?

Yes No

Your Relation to the Account

If you're not sure, we will help you identify the correct relationship prior to account opening.

Identification

Driver's License #

Or other State-Issued Photo ID #

ID - Issuing State

ID - Issue Date

ID - Expiration Date

Upload Your ID

No File Chosen

File uploads may not work on some mobile devices.

An image of your identification may be required prior to account opening.

Owners, Signers, and Beneficiaries

Beneficiary options will only display if a Personal account type is selected.

Additional Owner/Signers

None 1 2 3

If more than 3, please notate in Additional Information.

Pay on Death Beneficiaries (Deposit Accounts Only)

None 1 2 3

If more than 3, please notate in Additional Information.

ADDITIONAL NAME 1

Additional Name 1

First Name

Initial (optional)

Last Name

Additional Name 1 - Tax ID Number

Not mandatory here but may be required prior to account opening.

Additional Name 1 - Date of Birth

Additional Name 1 - Email

Additional Name 1 - Primary Phone

Please include area code.

Additional Name 1 - Primary Phone Type

Additional Name 1 - Address (if different)

Address Line 1

Address Line 2

City

State

ZIP Code

Additional Name 1 - Length of time at address

Please insert approximate time in years.

Additional Name 1 - Employer? (or former employer if retired)

Student or Unemployed are applicable here as well.

Additional Name 1 - Position or Title

Additional Name 1 - Length of time with employer

Please insert approximate time in years.

Additional Name 1 - Driver's License #

Or other State-Issued Photo ID #

Additional Name 1 ID - Issuing State

Additional Name 1 ID - Issue Date

Additional Name 1 ID - Expiration Date

Upload ID for Additional Name 1

No File Chosen

File uploads may not work on some mobile devices.

An image of their identification may be required prior to account opening.

Additional Name 1 - Relation to Account

If you're not sure, we will help you identify the correct relationship prior to account opening.

ADDITIONAL NAME 2

Additional Name 2

First Name

Initial (optional)

Last Name

Additional Name 2 - Tax ID Number

Not mandatory here but may be required prior to account opening.

Additional Name 2 - Date of Birth

Additional Name 2 - Email

Additional Name 2 - Primary Phone

Please include area code.

Additional Name 2 - Primary Phone Type

Additional Name 2 - Address (if different)

Address Line 1

Address Line 2

City

State

ZIP Code

Additional Name 2 - Length of time at address

Please insert approximate time in years.

Additional Name 2 - Employer? (or former employer if retired)

Student or Unemployed are applicable here as well.

Additional Name 2 - Position or Title

Additional Name 2 - Length of time with employer

Please insert approximate time in years.

Additional Name 2 - Driver's License #

Or other State-Issued Photo ID #

Additional Name 2 ID - Issuing State

Additional Name 2 ID - Issue Date

Additional Name 2 ID - Expiration Date

Upload ID for Additional Name 2

No File Chosen

File uploads may not work on some mobile devices.

An image of their identification may be required prior to account opening.

Additional Name 2 - Relation to Account

If you're not sure, we will help you identify the correct relationship prior to account opening.

ADDITIONAL NAME 3

Additional Name 3

First Name

Initial (optional)

Last Name

Additional Name 3 - Tax ID Number

Not mandatory here but may be required prior to account opening.

Additional Name 3 - Date of Birth

Additional Name 3 - Email

Additional Name 3 - Primary Phone

Please include area code.

Additional Name 3 - Primary Phone Type

Additional Name 3 - Address (if different)

Address Line 1

Address Line 2

City

State

ZIP Code

Additional Name 3 - Length of time at address

Please insert approximate time in years.

Additional Name 3 - Employer? (or former employer if retired)

Student or Unemployed are applicable here as well.

Additional Name 3 - Position or Title

Additional Name 3 - Length of time with employer

Please insert approximate time in years.

Additional Name 3 - Driver's License #

Or other State-Issued Photo ID #

Additional Name 3 ID - Issuing State

Additional Name 3 ID - Issue Date

Additional Name 3 ID - Expiration Date

Upload ID for Additional Name 3

No File Chosen

File uploads may not work on some mobile devices.

An image of their identification may be required prior to account opening.

Additional Name 3 - Relation to Account

If you're not sure, we will help you identify the correct relationship prior to account opening.

BENEFICIARY 1

Beneficiary 1 - Name

First Name

Initial (optional)

Last Name

Beneficiary 1 - Tax ID Number

Beneficiary 1 - Date of Birth

Beneficiary 1 - Primary Phone

Please include area code.

Beneficiary 1 - Primary Phone Type

Beneficiary 1 - Address

Address Line 1

Address Line 2

City

State

ZIP Code

Beneficiary 1 - Type

Beneficiary 1 - Percentage

Total between all beneficiaries must add up to 100%.

Beneficiary 1 - Relation to Primary

Spouse, Son, Daughter, etcetera.

BENEFICIARY 2

Beneficiary 2 - Name

First Name

Initial (optional)

Last Name

Beneficiary 2 - Tax ID Number

Beneficiary 2 - Date of Birth

Beneficiary 2 - Primary Phone

Please include area code.

Beneficiary 2 - Primary Phone Type

Beneficiary 2 - Address

Address Line 1

Address Line 2

City

State

ZIP Code

Beneficiary 2 - Type

Beneficiary 2 - Percentage

Total between all beneficiaries must add up to 100%.

Beneficiary 2 - Relation to Primary

Spouse, Son, Daughter, etcetera.

BENEFICIARY 3

Beneficiary 3 - Name

First Name

Initial (optional)

Last Name

Beneficiary 3 - Tax ID Number

Beneficiary 3 - Date of Birth

Beneficiary 3 - Primary Phone

Please include area code.

Beneficiary 3 - Primary Phone Type

Beneficiary 3 - Address

Address Line 1

Address Line 2

City

State

ZIP Code

Beneficiary 3 - Type

Beneficiary 3 - Percentage

Total between all beneficiaries must add up to 100%.

Beneficiary 3 - Relation to Primary

Spouse, Son, Daughter, etcetera.

Additional Information

Please provide any additional information that you feel may assist in opening this account.

Disclaimer and Security

Account Selection

Business Information

Your Information

Identification

Owners, Signers, and Beneficiaries

Ancillary Services

Additional Information