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New Deposit Account Application

Save time opening a new checking or savings account by completing the online form below.  Once we receive this information, one of our personal bankers will begin preparing your new account paperwork and call you when it's ready.

Full Legal Name:
Social Security Number ###-##-####
Date of Birth mm/dd/yyyy
Street Address
City
State
Zip #####-####
Home Phone ###-###-####
Cell Phone ###-###-####
Work Phone ###-###-####
Email Address
Employer
Occupation
Driver's License #
Driver's License State of Issue
Are you legal citizen of the U.S.?
Yes
No
Are you subject to IRS backup withholding?
Yes
No

Joint Owner

Full Legal Name:
Social Security Number ###-##-####
Date of Birth mm/dd/yyyy
Street Address
City
State
Zip #####-####
Home Phone ###-###-####
Cell Phone ###-###-####
Work Phone ###-###-####
Email Address
Employer
Occupation
Driver's License #
Driver's License State of Issue
Are you legal citizen of the U.S.?
Yes
No
Are you subject to IRS backup withholding?
Yes
No


Other Questions

If you would like to add an authorized signer (non-owner) to the account, complete the following:
Authorized Signer Name
Authorized Signer Date of Birth mm/dd/yyyy
Authorized Signer SSN ###-##-####
Authorized Signer Address
Authorized Signer City
Authorized Signer State
Authorized Signer Zip Code #####-####

If you would like to add a beneficiary to your account complete the following?
Beneficiary Name 1
Beneficiary Date of Birth mm/dd/yyyy
Beneficiary Name 2
Beneficiary Date of Birth mm/dd/yyyy

What type of account(s) would you like to open?

Personal Checking Accounts (more info...)
Free Checking
Break Free Checking
New Generation Checking
World Class Checking

Savings Accounts (more info...)
Basic Savings
Student Savings

Money Market Accounts (more info...)
Tiered Money Market
Pinnacle Money Market

Will you have direct deposit of payroll?
Yes
No

Which of the following products would you like to use?

FREE Internet/Mobile Banking

FREE Online Bill Pay

FREE E-Statements

Text Message Balance Alerts*

Who should receive text message alerts & who is the cell phone carrier? -
Primary Owner Cell Phone Carrier
Joint Owner Cell Phone Carrier
What time of day would you like to receive a text message balance alert?

What days of the week would you like to receive an alert?
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday

*Text message balance alerts are free when you have a photo debit card or use e-statements. Otherwise, there is a $2/month fee.


Debit Card (more info...)

My Pic Debit Card
Photo ID Debit Card
Standard Debit Card
For whom would you like to order a debit card?
Primary Owner
Joint Owner

Would you like to receive our FREE monthly email newsletter featuring fraud tips, alerts, new products, etc.?
Yes
No


We're almost done...

Which of our CLB&T offices will you use most frequently? (more info...)
Clear_Lake
Garner
Mason_City_West
Mason_City_Downtown

Why did you choose Clear Lake Bank & Trust Company?
Current Customer
Referred by Friend - Who referred you?
Locations/Convenience
Products/Services
Reputation/Customer Service
Website
Other:

What day and time would you like to stop by the bank and complete the account opening process?

At which office would you like to stop by and complete the account opening process?
Clear Lake
Garner
Mason City West
Mason City Downtown

What phone number should we call when your account documents are ready?
###-###-####

Please use the area below to provide us any special instructions for your account(s):

NOTE: The purpose of this online form is to collect information to speed up the normal account opening process. By submitting the information above, we do not guarantee that an account will be opened as requested. All new account requests are subject to the bank’s standard review and approval process. We reserve the right to restrict account openings to account owners in our normal trade area, and all account owners and authorized signers must physically appear at one of our bank offices to complete the account opening process. View US Patriot Act information…