As is often said, time is money. Because this is true, we value your time, energy and effort, and we work hard to minimize these commitments when it comes to your banking. Legacy Bank’s downloadable forms can help you quickly and easily open a personal account. Follow the process detailed below to get started.
Customer Information Profile
Our downloadable Customer Information Profile form helps you collect necessary account information prior to your bank visit. Kick back at home or download when you have a free minute at the office, this form has everything we need to get you started.
Gather Important Documents:
We use the Customer Information Profile form listed above to open your account. In addition, we also need some other important information. Collect the following personal information and your account set-up can be handled immediately.
- Valid Driver's License
- Social Security Number
- Address Verification if current address not specified on ID. (i.e. Utility Bills, Lease Agreement, Car Title or Registration)
- Completed Customer Information Profile Form (Customer Information Profile referenced above)
- Visit our Side-by-Side Account Comparison (Learn More)
Make an Appointment
To serve you more efficiently an appointment is always recommended; however, it is not necessary. It's a private exchange between you and your customer service representative that allows us to analyze your needs and make sure you are selecting the account that best serves what you want to accomplish. At Legacy Bank you will find we are always present. We know it's important for you to be able to walk up to any of our branches and have a forthright conversation about your needs and how we can be your partner in success.