Apply for membership

About you

The person opening the membership. Fields marked * are required.

First name

Middle name

Last name

Suffix

Street address

City

State

ZIP code

Social Security number or TIN

Date of birth

Driver's license number

License state

Home phone

Enter a home or work number (at least one).

ListedUnlisted

Work phone

Email

Account password

A word staff will ask for to confirm it's you when you call. Not your online banking password.

How are you eligible to join?

For example: you live, work, worship or study in San Francisco, or you are family of a Copper member.

Employer

Account ownership

Who owns the accounts and is responsible for the services requested.

Ownership

IndividualOnly you own the accounts.Joint account with rights of survivorshipIf one owner dies, the accounts pass to the surviving owners.Joint account without rights of survivorshipIf one owner dies, their share goes to their estate.

Account designations

Optional. Tick any that apply.

Payable on death (POD) / trust account

UTMA/UGMA (an account held by a custodian for a minor)

Agency (someone who may transact on your behalf)

Other

Accounts and services

The terms, ownership and designations above apply to every account you open with this application.

Tax certification (TIN and backup withholding)

I confirm that:

The Social Security number or taxpayer number on this application is mine and is correct, and
I have not been told by the IRS that tax should be withheld from the interest or dividends I earn, and
I am a U.S. citizen or U.S. resident, and
Any exemption code I enter below is correct.

Not a U.S. citizen or resident? Visit any Copper mint and we will open your membership in person.

I have been notified by the IRS that I am currently subject to backup withholding because I failed to report all interest and dividends on my tax return.

Tick this only if it applies. It crosses out item 2 above.

Exempt payee code (if any)

Exemption from FATCA reporting code (if any)

Authorization and signatures

By signing below, you agree to the Copper Membership and Account Agreement and to the rates, fees and funds availability policy we give you with it, as we update them from time to time. If you asked for a debit card or online banking, you also agree to the terms that come with those services.

Member

I agree to the tax certification and the authorization above.

Type your full legal name to sign

Today's date is recorded with your signature.