Insured Money Fund Account

Personal Information

  • Are you a new customer?

    OKAre you a new customer? is required
  • OKName is required
  • Social Security Number

    --
    OKSocial Security Number is required
  • Date of Birth

    OKDate of Birth is required
  • Home Phone

    --
    OKHome Phone is required
  • Daytime Phone

    --
    OptionalOKDaytime Phone is required
  • OKMother's Maiden Name is required
  • OKEmail is required

Contact Information

  • OKChoose the location you would like to complete your application is required
  • How would you prefer to be contacted?

    OKHow would you prefer to be contacted? is required
  • When is the best time to arrange an appointment?

    OKWhen is the best time to arrange an appointment? is required

Address Information

  • OKResidential Address (Not a P.O. Box) is required
  • OKCity is required
  • OKState is required
  • OKZip is required
  • Use residential address for mailing address

    OKUse residential address for mailing address is required
  • OKMailing Address (if different than above) is required
  • OKCity is required
  • OKState is required
  • OKZip is required

Joint Account Information

  • Number of Joint Owners on this Account

    OKNumber of Joint Owners on this Account is required

Joint Applicant #1

  • OKRelationship to Primary Applicant is required
  • OKName is required
  • Date of Birth

    OKDate of Birth is required
  • Social Security Number

    --
    OKSocial Security Number is required
  • OKDrivers License Number is required
  • OKState Licensed Issued is required
  • Home Phone

    --
    OKHome Phone is required
  • Work Phone

    --
    OKWork Phone is required
  • OKResidential Address is required
  • OKCity is required
  • OKState is required
  • OKZip is required

Joint Applicant #2

  • OKRelationship to Primary Applicant is required
  • OKName is required
  • Date of Birth

    OKDate of Birth is required
  • Social Security Number

    --
    OKSocial Security Number is required
  • OKDrivers License Number is required
  • OKState License Issued is required
  • Home Phone

    --
    OKHome Phone is required
  • Work Phone

    --
    OKWork Phone is required
  • OKResidential Address is required
  • OKCity is required
  • OKState is required
  • OKZip is required

Comments

  • OptionalOK is required

Security Code

  • OK is required
  • Lee Bank & Trust 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, you grant full permission to do so.