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Ownership (select one):
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Personal:
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Business:
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Type Of Account:*
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Branch Location: *
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PRIMARY ACCOUNT HOLDER
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Social Security Number*:
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Business Name:
(if you selected a business account)
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Employer Identification Number:
(for businesses)
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Current Address*:
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City*:
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State:
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TN
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Zip Code*:
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How Long (Years):
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Home Phone*:
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Work Phone:
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Email Address:
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Date Of Birth*:
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Drivers License Number*:
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St:
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US Citizen?:
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Employed By :
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Address:
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City:
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State:
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Zip Code :
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SECONDARY ACCOUNT HOLDER
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Social Security Number:
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Relationship to Account Holder:
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Business Name:
(if you selected a business account)
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Employer Identification Number:
(for businesses)
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Current Address:
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City:
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State:
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TN
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Zip Code:
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How Long (Years):
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Home Phone:
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Work Phone:
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Email Address:
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Date Of Birth:
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Drivers License Number:
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St:
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US Citizen?:
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Employed By:
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Address:
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City:
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State:
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Zip Code :
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PAYABLE ON DEATH BENEFICIARY
(If you selected POD Ownership)
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Social Security Number:
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Relationship to Account Holder:
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Home Phone:
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Current Address:
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City:
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State:
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Zip Code:
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Date Of Birth:
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SIGNERS ON ACCOUNT
(if you selected business account)
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Signer #1
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Social Security Number:
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Home Phone:
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Current Address:
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City:
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State:
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TN
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Zip Code :
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Date Of Birth:
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Signer #2
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Social Security Number:
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Home Phone:
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Current Address:
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City:
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State:
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TN
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Zip Code :
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Date Of Birth:
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DEPOSIT INFORMATION
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Initial Deposit*:
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Initial Deposit Type:
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If Other, Please Specify:
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ANTICIPATED ACTIVITY
The following information will assist us in suggesting products and services for your specific needs.
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Anticipated weekly cash withdrawals:
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$
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Anticipated weekly cash deposits:
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$
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Do you anticipate conducting or receiving wire transfers?
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How often?
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Do you anticipate purchasing cashier's checks?
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How often?
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Do you anticipate sending or receiving regular ACH transactions?
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How often?
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I understand that this is an application for an account with Wilson Bank & Trust, and that the approval process may include an inquiry into my past banking relationships and/or a review of my credit history.
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