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Eligibility

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Required Products

Select at least one of the following products required for membership

Base Savings Account

Earn 0.25% on your first $500! Balances greater than $500 earn 0.03%.

APY: 0.25% Min Deposit: $5.00

You may select one of the following products

Available Products

Co-op Advantage Checking

Totally free checking with rewards!

APY: 0.50%

Money Manager

Featuring tiered interest rates, the more you save the more you earn! *minimum balance required

Max APY: 0.15% Min Deposit: $2,500.00

Money Manager Plus

With higher-yield tiers, your savings earn even more! *minimum balance required

Max APY: 0.25% Min Deposit: $100,000.00

APY (Annual Percentage Yield)

	Dividend Rate	APY	Minimum Balance	Minimum Deposit	Term (months)
.	0.05%	0.05%	$0.00	$2,500.00	N/A
.	0.05%	0.05%	$25,000.00	$2,500.00	N/A
.	0.10%	0.10%	$50,000.00	$2,500.00	N/A
.	0.15%	0.15%	$75,000.00	$2,500.00	N/A

	Dividend Rate	APY	Minimum Balance	Minimum Deposit	Term (months)
.	0.15%	0.15%	$0.00	$100,000.00	N/A
.	0.20%	0.20%	$100,000.00	$100,000.00	N/A
.	0.25%	0.25%	$200,000.00	$100,000.00	N/A

Please answer the following question(s)

Membership at UMassFive is required to open accounts and take out loans.

Are you or a family/household member affiliated with any of these organizations? Note: Proof of eligibility is required.*

Which one?*

Which food co-op?*

Which medical facility?*

What is the name of the employer/organization?

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Description

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Maturity Date

Thank you for considering us for your financial services needs. We are sorry that we cannot continue with your application for the following reasons:

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Application Cancelled

We have cancelled your application.

If this was a mistake and you would like to fix errors you can return to the application now.

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Funding

How much do you want to deposit?

Total Deposit

How do you want to fund your new account?

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Transfer From Another Financial Institution (max $1,000.00)

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Note: Your account must be funded within 10 business days.

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Done

There was a problem with your request

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'Doing Business As' Information

DBA Business Information

Company Name

Business Tax ID

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Your Business Tax ID is used for identification purposes.

Industry

Phone

(xxx) xxx-xxxx

DBA Physical Address

Country

Address

Zip

City

State

Occupancy Status

Occupancy Duration

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Mailing Address

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Address

Zip

City

State

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Tell Us About Yourself

Personal Information

Suffix (Jr., Sr., etc.)

Gender

Date of Birth

Citizenship Status

Current Physical Address

Country

Address

Zip

City

State

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Mailing Address

Country

Address

Zip

City

State

Contact Information

Identification

ID Type

ID Number

ID State

ID Country

ID Date Issued

ID Expiration Date

About Your Employment

Employment Status

Gross Monthly Income (before taxes)

As the custodian for under the Virginia Uniform Transfers to Minor Act, I make this application on the minors

eSignature

Date:

Proof of eligibility is required. If you have it ready you can upload it now, otherwise continue your application.

Click or tap here to capture or upload an image or document.

Additional Information

The number you have entered is your correct Social Security or Taxpayer Identification Number?
*

You are not subject to backup withholding?
*

You are a U.S. person (including a U.S. citizen or U.S. resident alien)?
*

Do you have a FACTA code?*

Enter your FACTA code:*

Enter exempt payee code, if you have one (this is very rare):

Please select a password prompt:*

Enter your password:*

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Speed up your application process by taking the BACK image of your US driver's license.

If you do not wish to use this feature, simply close this popup window and proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

Done

Speed up your application process by taking the BACK image of your US driver's license.

If you do not wish to use this feature, simply close this popup window and proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

Done

System can't prefill due to ZIP code discrepancy. Please proceed by manually entering the information or correct the value in the ZIP field in the 1st page.

Tell Us About Yourself

Minor Information

Suffix (Jr., Sr., etc.)

Gender

Date of Birth

Mother's Maiden Name

Citizenship Status

Contact Information

Current Physical Address

Country

Address

Zip

City

State

Use different address for mailing

Mailing Address

Country

Address

Zip

City

State

Identification

ID Type

ID Number

ID State

ID Country

ID Date Issued

ID Expiration Date

Additional Information

The number you have entered is your correct Social Security or Taxpayer Identification Number?
*

You are not subject to backup withholding?
*

You are a U.S. person (including a U.S. citizen or U.S. resident alien)?
*

Do you have a FACTA code?*

Enter your FACTA code:*

Enter exempt payee code, if you have one (this is very rare):

Please select a password prompt:*

Enter your password:*

Continue Or Go Back

About Your Joint Applicant

Personal Information

Suffix (Jr., Sr., etc.)

Gender

Date of Birth

Mother's Maiden Name

Citizenship Status

Current Physical Address

Country

Address

Zip

City

State

Use different address for mailing

Mailing Address

Country

Address

Zip

City

State

Contact Information

Identification

ID Type

ID Number

ID State

ID Country

ID Date Issued

ID Expiration Date

About Your Employment

Employment Status

Gross Monthly Income (before taxes)

Proof of eligibility is required. If you have it ready you can upload it now, otherwise continue your application.

Click or tap here to capture or upload an image or document.

Additional Information

The number you have entered is your correct Social Security or Taxpayer Identification Number?
*

You are not subject to backup withholding?
*

You are a U.S. person (including a U.S. citizen or U.S. resident alien)?
*

Do you have a FACTA code?*

Enter your FACTA code:*

Enter exempt payee code, if you have one (this is very rare):

Please select a password prompt:*

Enter your password:*

Continue Or Go Back

Tell us about your beneficiaries

Add an additional beneficiary

Are you sure you want to remove this beneficiary?

Remove

Cancel

Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.

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Tell us about your beneficiary percent shares

Other Products

Total beneficiary percent share: 0.00%

Please indicate the percentage of the payout each beneficiary will receive:

Total

0.00%

Distribute Evenly

Press this button if you want to assign an equal value to all beneficiaries.

In some cases, 100 cannot be divided evenly by the number of beneficiaries When this occurs, the amount of the first beneficiary will be increased to make the total equal 100%.

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Review and Submit

Branch Selection

Product Selections

Product Additional Features

Additional Application Information

Applicant Information

Contact Information

Identification Information

Secondary Identification Information

Address

Employment Information

Previous Employment Information

Funding Source

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Please answer question(s) below

If you have a promo code, please enter it here:

Fund via Internal Transfer

Fund via Credit Card

Alert Popup

Transfer from another finacial institution

Co-Driver's License Scan

Driver's License Scan

Other Products

Document Upload Source Selector

Document Upload Source Selector

New Membership

Application Cancelled

Funding

Fund via Internal Transfer

Fund via Credit Card

Alert Popup

Transfer from another finacial institution

'Doing Business As' Information

Tell Us About Yourself

Co-Driver's License Scan

Driver's License Scan

Minor Applicant Information

Joint Applicant Information

Beneficiaries Information

Beneficiaries percent share information page

Other Products

Document Upload Source Selector

Document Upload Source Selector

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