Specialty Account Opening Requirements

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Specialty Account Opening Requirements

Thank you for your interest in making Blackhawk Community Credit Union your financial partner. We look forward to assisting you as you set up your new account!
 
To ensure this is a smooth process, please see the required documentation below to establish your account.

Power of Attorney
  • Legal Financial Power of Attorney Documentation
  • Photo ID for the Power of Attorney


Trust
  • Certificate of Trust
  • Copy of SS-4 (if reporting under an EIN)
  • Photo ID for all Trustees


Estate
  • Domiciliary Letter, or Transfer by Affidavit and Affidavit of Heirship
  • Copy of SS-4
  • Death Certificate
  • Photo ID for the Personal Representative


Representative Payee
  • Letter of appointment from SSA or Government issued check made payable to the Rep Payee on behalf of the ward.
  • Photo ID for the Representative Payee
  • Photo ID for the Ward


Guardianship or Conservator
  • Letters of Guardianship/Conservatorship of the Estate from the court (not Guardianship of the person)
  • Photo ID for the Guardian or Conservator
  • Photo ID for the Ward


Campaign
  • Certified copy of candidacy paperwork
  • Copy of SS-4
  • Photo ID for Authorized Signer

























All signers are required to provide personally identifiable information (PII) to establish an account.
  • PII includes Name, Address, Date of Birth, Social Security Number and Valid ID showing current address.
    • If the address doesn’t match the ID, additional documents will need to be shown for proof of address.