Open a New Account

Current customers may open a new account by providing the following information. If you are not currently a Union Bank of California customer, or if you need assistance filling out this request, please call (800) 849-6466 option 5 weekdays between the hours of 7:00 a.m. and 6:00 p.m. Pacific Time, and a Customer Service Associate will be happy to assist you.

In order to complete the opening of your account, please download, fill out and submit a Depositor Agreement (signature card). Please include a copy of the Association's Articles of Incorporation, if applicable, with your Depositor Agreement. To find the Depositor Agreement, click on the "Forms & Signature Cards" tab above.

Important information about procedures for opending a new account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person and/or entity who opens an account.

What this means to you: When you open an account, we will ask for your name, address, date of birth (for individuals) and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying document.

* required fields

* Property Management Company Name:

* Association Name:

* Self-Managed Association Name:

* Contact Name:

* UBOC Account Title:

* Association Tax ID:

* Street Address:

* City:

* Telephone:

* Email:

Please indicate if you are a (select one):
Property Management Company Self Managed Association

* State:

* Zip Code:

Ext:

* Fax:

• Mailing Address (Disregard if it is same as above) •

Street Address:

City:

State:

Zip Code:

• Account Type •

Checking Interest Checking Money Market AssociationPlus MoneyMarket Savings

• Account Options •

Duplicate Statement:

Statement Cycle:

No Yes, send duplicate statements to:

Street Address:

City:

State:

Zip Code:

Month End 26th Other: day of month

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