Minor Membership Request- Open New Account

New Membership Request on behalf of a Minor
We make it easy to request a Minor Membership Account and use SSL encryption to protect their information and yours. We've abbreviated our application to ensure a solid start to our relationship prior to opening an account. If you'd like to complete a full paper form instead click here: Signature Card for Membership or Account.
Information About The Minor
The opening of a minor account requires an adult joint account holder. Please be aware a copy of the Minors Birth Certificate and secondary form of ID will be required to open a minor account.
Copy of Birth Certificate*

Choose file
100MB max file Cancelof
Copy of S.S card or School ID*

Choose file
100MB max file Cancelof
Minors name*

First NameMiddle NameLast Name
Minors date of birth*

MonthDayYear
MM-DD-YYYY
Minors Physical Address*
P.O. BOX is not accepted
Minor Social Security #*
Contact phone #*

Area CodePhone Number
Contact E-mail*
Minors Mother's Maiden name*
Nearest relative not living with minor*
first and last name required*
Relationship to minor*
Example: Mother, Father, Brother, Sister
Relatives contact #*

Area CodePhone Number
Joint Owner

Must be a current South Bay Credit Union primary member
As a joint owner, you have full rights and privileges to transactions on this account and all sub-accounts opened under this membership number. You will remain a joint owner after the minor is a legal adult unless the minor, as an adult, removes you.
My relationship to the minor*
Example: Mother, Father, Grandma, Grandpa
Membership Number*
You must be the Primary account holder
Social Security #*
Joint photo ID*

Choose file
Government issued ID only* Cancelof
My Current Address*

Is the same as the minorIs the same listed on my IDIs the same as listed on my current membershipIs different from all of the above
My Current Physical Address*
P.O. BOX is not accepted
Cell Phone #*

Area CodePhone Number
E-mail*
Mother's Maiden name*
Joint Employer*
Joint Position*
Joint Work phone #*

Area CodePhone Number
Optional Beneficiary
Beneficiaries can be added or updated at any time. A full social security number is required in order to add a beneficiary to a membership. Beneficiaries are attached to your membership and will recieve proceeds from all sub accounts (outside of an IRA) upon the passing of the primary member, if there is no joint.
Add an optional Beneficiary*

YesNot at this time
Beneficiary Name*
first and last name required*
Beneficiary's Social Security # *
Beneficiary's Date of birth*

MonthDayYear
Account Details
Please choose a code word to be added to the minors account security*
Would you like the minor to have additional accounts?*

Secondary SavingsNEXT Checking Account (8 years old+)Not at this time
I'd like to order a debit card in the Minors name (8 years old +)*

Yes pleaseNo thank youI'd like more information on a minor debit card
Minor Account Debit Card Agreement*

I understand that a minor can not enter into a legal contact and by clicking here I, the joint owner, accepts all responsibility for transactions that occur on the debit card issued to the minor listed above.
I Agree to Terms
Important Information - Read Before Signing.
By signing this document I/we certify that: (1) The information provided in this application is accurate and true; (2) I/we have received our Members Disclosure and Rate/Fee Disclosure and are in agreement with terms and conditions outlined in the below-mentioned disclosures and any other material pertaining to the account; (3) You have permission to use information provided in this application for member identification purposes as the credit union deems necessary; (4) I/we give authorization to obtain/furnish information from/to credit bureau for marketing, pre-approval and/or collection purposes; (5) I/we understand that deposits in the credit union are insured to $250,000 per account by American Share Insurance and that this institution is not federally insured; (6) I/we understand the credit union is under no obligation to pay a share draft that exceeds the fully paid and collected share balance in this account. The credit union may, however, pay such share draft and transfer shares to this account in the amount of the resulting overdraft, plus a service charge, or from any other share account attached to this membership account.
I agree to terms and conditions*

Yes, I/we choose to receive the Member Disclosure and Electronic Fund Transfers Disclosure (each contains important information regarding credit union products, services and account holder legal rights) via electronic means through www.southbaycu.com. Under penalties of perjury, I certify that the Taxpayer Identification (TIN) provided to you is correct, and that I am NOT subject to backup withholding due to failure to report interest and dividend income, and I am a U.S. person. The IRS does not require your consent to any provisions of this document other than the certifications required to avoid backup withholding.
Signature of Joint Member on behalf of the Minor*

Clear
Signature of Joint Member *

Clear
Enter the message as it's shown*
Should be Empty:

New Membership Request on behalf of a Minor

Information About The Minor

Joint Owner

Optional Beneficiary

Account Details

I Agree to Terms