(Individuals under 18 must apply in person or by mail)

Apply for an Account

Required Information

To apply for your individual or joint personal account, you will need the following:

  • Am I eligible to join?
  • Driver’s license, California Identification, Military ID, Passport or Resident Card
  • Previous home address (if less than 2 years at current residence)
  • Credit or Debit Card or the Routing and Account Number from a U.S. Checking or Savings Account to fund your account

Beneficiary

When adding a beneficiary to the account you will need their Social Security Number (SSN), EIN or ITIN. For more than 1 beneficiary, please contact us.

Under the USA Patriot Act, all financial institutions are required to obtain, verify and record information that identifies each person who opens an account. When you open an account with the Upward Credit Union, we will ask for your name, address, date of birth, and other identifying information.

For your protection, your application session will time out automatically if there is no activity for minutes. All information will be lost.