Specialty Accounts

Community First offers a variety of specialty accounts so you can bank at one location.

Requirements at Account Opening:

  • Legal documentation appointing Conservator
    • Letters of Conservatorship or Certificate of Appointment
  • For Ward:
    • Social Security Number
    • Date of Birth
  • For Conservator:
    • Social Security Number
    • Date of Birth
    • Mother’s Maiden Name
    • Physical Address
    • Government Issued Photo ID

Requirements at Account Opening:

  • Letters of Authority for Personal Representative OR Letters of Testamentary/ Letters of Administration
  • IRS Letter with EIN
  • For Executor:
    • Social Security Number
    • Date of Birth
    • Mother’s Maiden Name
    • Physical Address
    • Government Issued Photo ID
  • Power of Attorney documents
    • Must be signed and notarized or witnessed by two individuals not listed in documents
  • Durable Power of Attorney Acknowledgement of Responsibilities
  • For Power of Attorney:
    • Government Issued Photo ID
  • For Account Owner:
    • Social Security Number
    • Date of Birth
    • Mother’s Maiden Name
    • Physical Address
    • Government Issued Photo ID
  • Certificate of Trust
  • IRS Letter with EIN (if applicable)
  • For ALL Trustees:
    • Social Security Number
    • Date of Birth
    • Mother’s Maiden Name
    • Physical Address
    • Government Issued Photo ID

Requirements at Account Opening:

  • How is the church organized?
    • See Corporation requirements OR
    • See Unincorporated Association/ Nonprofit Organization (Club) requirements
  • Signed meeting minutes stating the following:
    • Account can be open at Community First FCU
    • Individuals on account
  • Legal documentation appointing Guardian
    • Letters of Guardianship or Certificate of Appointment
  • For Ward:
    • Social Security Number
    • Date of Birth
  • For Guardian:
    • Social Security Number
    • Date of Birth
    • Mother’s Maiden Name
    • Physical Address
    • Government Issued Photo ID
  • Letter of Representative Payee Appointment OR Current US Treasury Check reflecting Representative Payee relationship
  • For Beneficiary:
    • Social Security Number
    • Date of Birth
  • For Representative Payee:
    • Social Security Number
    • Date of Birth
    • Mother’s Maiden Name
    • Physical Address
    • Government Issued Photo ID


Now Accepting Bid Offers: New Howard City Branch LocationMore Information
+