personal account application
 
 
Single Owner (Individual) Joint (with rights of survivorship)
Choose Type of Account:
please complete if applying for a Certificate of Deposit
Certificate of Deposit Term: for deposits up to $100,000
 Jumbo Term: for deposits over $100,000
signer #1 (primary)
First Name:
Middle Initial:
Last Name:
Date of Birth: (mm/dd/yyyy)
Place of Birth:
Taxpayer ID# (SSN):
Home Address: (Cannot be a P.O. Box)
City, State, Zip:
Length of Time (Home):
If less than 1 year, previous address (Cannot be a P.O. Box)
Previous City, State, Zip:
Home Phone: (000-000-0000)
Work Phone: (000-000-0000)
Cell Phone: (000-000-0000)
Email:
Mother's Maiden Name:
Employer:
Employer Address:
City, State, Zip:
Length of Time (Work):
completion of both identifications is required:
identification #1 (primary)signer #1
Massachusetts Residents Only:
Non-Massachusetts Residents:
State:
Country:
Number:
Expiration Date:
Issue Date:
indntification #2 (secondary)signer #1
State:
Country:
Number:
Expiration Date:
Issue Date:
signer #2 (secondary or joint account)
First Name:
Middle Initial:
Last Name:
Date of Birth: (mm/dd/yyyy)
Place of Birth:
Taxpayer ID# (SSN):
Home Address: (Cannot be a P.O. Box)
City, State, Zip:
Length of Time (Home):
If less than 1 year, previous address (Cannot be a P.O. Box)
Previous City, State, Zip:
Home Phone: (000-000-0000)
Work Phone: (000-000-0000)
Cell Phone: (000-000-0000)
Email:
Mother's Maiden Name:
Employer:
Employer Address:
City, State, Zip:
Length of Time (Work):
completion of both identifications is required (signer #2 - jount account only)
identification #1 (primary)signer #2
Massachusetts Residents Only:
Non-Massachusetts Residents:
State:
Country:
Number:
Expiration Date:
Issue Date:

identification #2 (secondary)signer #2
State:
Country:
Number:
Expiration Date:
Issue Date:
account enhancements (direct deposit, initial check order, ATM / debit card)
Direct Deposit into Account No Yes
If Yes, Name of Company or Source  

Check here for initial order of printed checks (for Checking & Money Market Accounts Only)

ATM/Debit Card
Wainwright Bank ATM/Debit Card (Issuance requires $10 balance)
(Savings accounts without an associated checking account will receive an ATM card.)
important deposit information
Initial Deposit Amount:
Initial Deposit Type:
Transfer from an Existing Wainwright Bank Account (please select the type)
Transfer Type:
Transfer Account Number:
If initial deposit is to be made by credit card, I authorize Wainwright Bank & Trust Company upon receipt of my completed, signed Signature Card and required documentation, to submit a charge against the credit card number to be provided at that time for the opening deposit amount listed. This amount is not to exceed $1,000. 

Backup Withholding Certification
By checking this box, I certify, under penalties of perjury, that ALL of the following conditions are true. If you have been notified by the IRS that you are subject to backup withholding, please leave this box blank. I understand that if I leave the box blank, I will be subject to backup withholding:

1. The number shown on this form is my correct taxpayer identification number (social security number) or I am waiting for a number to be issued to me.

2. 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, or (c) the IRS has notified me that I am no longer subject to backup withholding.

3. I am a U.S. person (including a U.S. resident alien).
I/We authorize Wainwright Bank & Trust Company to obtain any appropriate credit information including, but not limited to, information from Efunds/ChexSystems as a condition of acceptance of this application and for the purpose of extension of or renewal of credit.

Federal law requires us to obtain sufficient information to verify your identity. You may be asked several questions and to provide one or more forms of identification to fulfill this requirement. In some instances we may use outside sources to confirm the information. The information you provide is protected by our privacy policy and federal law.

 
Wainwright: banking on Valuespersonal banking options
Equal Housing Lender and FDIC Insured
Wainwright Bank & Trust Company, 63 Franklin Street, Boston, MA 02110     Call 617-478-4000 or 1-888-428-BANK