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New Account Application Please do not use this form for IRA accounts Mail to: KELLEY funds c/o U.S. Ban corp Fund Services, LLC PO Box 701 Milwaukee, WI 532010701 Overnight Express Mail To: KELLEY

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How to fill out new account application

How to fill out a new account application:

01

Gather necessary documents: Before starting the application, make sure to have all the required documents such as identification proof, address proof, and any other specific documents mentioned by the institution.

02

Provide personal information: Begin by filling out your personal information in the designated fields. This usually includes your full name, date of birth, contact details, and social security number.

03

Fill in employment details: Many new account applications require information regarding your employment status. This may include your current job title, employer's name and contact information, and your monthly or annual income.

04

Input financial information: The application may ask for details about your current financial situation. This might include your bank account information, assets, liabilities, and any other financial commitments.

05

Choose the account type and features: Select the type of account you wish to open, such as a checking account or a savings account. Additionally, indicate the features or services you want to opt for, such as online banking, overdraft protection, or a debit card.

06

Review and submit: Once you have filled out all the necessary sections of the application form, take a moment to review your responses for accuracy. Double-check all the provided information to ensure its correctness. Finally, submit the application either online or by visiting the institution's branch.

Who needs a new account application?

01

Individuals who want to open a new bank account, such as a checking or savings account.

02

Those who want to start a new investment account, like a brokerage account or retirement savings account.

03

Small business owners who want to open a business bank account.

04

Individuals who want to apply for credit cards, loans, or any other financial product that requires a new account.

05

Students or parents who want to open a student bank account or savings account specifically designed for educational purposes.

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