Add Joint Owner(s) Request
A joint account allows more than one person to own and manage it.
All joint owners have the same ownership rights on the account(s) as the primary owner.
For verification purposes, all non-members being added to the account will have their credit report pulled.
*A New Membership Account Agreement will need to be signed by all owners on the account.
Primary Member Information
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Joint Owner Information
Please provide your full legal name as it appears on your government issued photo ID.
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We ask for your SSN to help verify your identity.
Gender
Male
Female
US Citizen?
Yes
No
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For security reasons, we cannot accept a PO BOX as your primary address. We use this information for verification purposes.
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Mailing Address (if different)
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UPLOADS
This form offers an upload feature for both a FILE and for an IMAGE with a maximum size of 3 megabytes.
Acceptable file types are .pdf, .docx, .doc, .odt, .rtf, .txt.
Acceptable image types are: .png, .jpg, .jpeg.
Proof of Address
Please upload an image for Proof of Address.

Click or drag & drop image here to upload

OR
Please upload a File for Proof of Address.

Click or drag & drop file here to upload

Photo ID
Please upload an image to securely submit your Photo ID.

Click or drag & drop image here to upload

OR
Please upload a file to securely submit your Photo ID.

Click or drag & drop file here to upload

*If additional joint owners need to be added, please complete another form using the same process.
Thank you for submitting your joint owner request!
An Affinity Financial Service Representative will be contacting you within the next business day.
All requests are processed during normal business hours in the order they are received.