Appointments

Choose the branch you want to visit below, then you will be directed to a page to pick the service for your appointment, including new membership, lending, specialty accounts and more!

Main Branch Roy Branch North Branch

 

We also offer phone appointments where our employee will give you a call at the scheduled time!

Phone Appointments

Services Available for Appointments

New Membership

Please bring the following items with you to open your new account with the credit union:

  • Government-Issued ID / Driver’s License / State ID / Passport
  • Complete Physical & Mailing Address (proof of)
  • Social Security Number (proof of)

Auto Loans / RV Loans / Personal Loans / Credit Cards

Please bring the following information to apply for your new loan:

  • Identification
  • Most recent paystub
  • Sales contract (if applicable)

Mortgage Consultation

Sit down with a mortgage expert to go over the various options to find the one that fits you best.

Home Equity Loan or Line of Credit

Please start gathering the following information to provide us via our online portal after your appointment:

  • Two most recent paystubs
  • Two most recent years of W2 forms (if applicable)
  • Two most recent years of tax returns
  • Current first mortgage statement (if applicable)
  • Identification

New Business Account

Please visit this page on our site to determine what documentation you need to bring, depending on your type of business.

Business Account Checklist

New Minor Account

Please bring the following items with you to open your new account:

  • Complete Physical & Mailing Address (proof of)
  • Social Security Number for Guardian and Minor (proof of)

New Specialty Account (Trust & Fiduciary)

Please bring the following items with you to open your new account:

  • Government-Issued ID / Driver’s License / State ID / Passport
  • Complete Physical & Mailing Address (proof of)
  • Social Security Number (proof of)
  • Copy of Trust Documents (for Trust accounts)
  • Court Documents for Guardianship/Conservatorship (for Fiduciary accounts)
  • Power of Attorney Documents (if applicable)

New IRA Account

If you are transferring an IRA, please bring your transfer documents.

Notary

Come in to have one of our notaries sign your documents.

Deceased Member Affairs

Please bring the following information:

  • Death Certificate
  • Trust Documents
  • Identification

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