Skip nav to main content.
Appointment

Minor Account

CU SoCal offers UTMA accounts for children up to 12, and a minor account can be opened for children aged 13-17. In both cases, the account must be opened in person, and a parent or guardian must be present.

Find a Branch

Items to bring to appointment

Photo ID

You will need a current state or government-issued photo ID (State ID, Driver’s License, U.S. Passport, U.S Resident Card). Minors may use the following as identification: State ID, Current Student ID, or Birth Certificate

Proof of Residence

If address is not current on government-issued ID or is not listed for Parent/Guardian, please provide one of the following: current lease or mortgage agreement, auto/home/renter’s insurance, DMV registration, or utility bill (internet, cable, gas, electric or water).

Social Security

You will need a Social Security number or ITIN documents for the minor/joints of the account.

Funds

To open an account, you will need an initial deposit of $10.00 or more.

Notes:

  • Your loan officer may require other documentation after the loan has been processed.
  • These three branches do not offer notary: El Monte, City of Industry, and Anaheim.
  • Notary services are free for CU SoCal Members. There is a $15 fee for Shared Branch Members.

We're here to help

We always have time for you! While an appointment is not required to open your account, apply for a loan, or obtain any other service we offer in our branch locations, it will reduce your wait time. Make an appointment today with CU SoCal. We're here to serve your needs!

Friend group looking at phone

Want to get started online?

If you are new to CU SoCal and prefer to bank digitally, use our fast and easy online application to get started.

Open Account

Personal Account Appointment

Open Account

Not a Member, Yet?

Open Your First Account

Already a Member?

Request Additional Account

 

Check your application status

Leaving Our Website

If you click ‘Continue’ an external website that is owned and operated by a third-party will be opened in a new browser window. CU SoCal provides links to external web sites for the convenience of its members. These external web sites may not be affiliated with or endorsed by the credit union. Use of these sites are used at the user’s risk. These sites are not under the control of CU SoCal and CU SoCal makes no representation or warranty, express or implied, to the user concerning:

  1. the information, content, presentation, accuracy or opinions of these sites, or
  2. the quality, safety or suitability of any software found on these sites.

You are continuing to a credit union branded third-party website administered by our service provider. We are not responsible for the third-party’s data privacy practices, services, or overall content on the third-party site. Please review the service provider’s privacy policy for more information about its data privacy practices.

Using a hyperlink may identify you as a CU SoCal Member to the operator of the external site.

CU SoCal does not provide and is not responsible for the product, service or overall website content available at these sites. The privacy policies of CU SoCal do not apply to linked websites and you should consult the privacy disclosures on these sites for further information.

If you click ‘Cancel’ you will be returned to the CU SoCal website.

Login to Online Banking