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Appointment

Trust Account

We can help you set up Trust Account.

Schedule Appointment

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).

Proof of Residence

If address is not current on government-issued ID, 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 owner(s) of the account.

Funds

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

Other documents

You may bring a complete copy of Trust Certification if you already have one.

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!

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