Membership and Loan Application Checklist

Applying for a membership or a loan? Below is a list of items you’ll need to get started with Community West Credit Union. Click any of the options below to expand the checklists.

Checkmark Proof of identity (An unexpired, government-issued photo ID)

Checkmark  Your Social Security Number

Checkmark  Mother’s Maiden Name

Checkmark Proof of Current Address (if current driver’s license or government-issued ID does not match current address) :

  • Utility or telephone bill
  • Vehicle or voter registration
  • Lease agreement

Checkmark  A minimum deposit of $5 into a regular savings account

Note: Additional documentation may be requested.
Note: Other documentation subject to CU review.

Checkmark Proof of identity (An unexpired, government-issued photo ID)

Checkmark Annual or monthly income information

Checkmark Employment information

Checkmark Mortgage or rent payment information

Checkmark Have a vehicle in mind? Providing the year, make, model, style, mileage, and Vehicle Identification Number (VIN) may help speed up the application process.

If you are not currently a member, please also have the following items ready:

Checkmark Your Social Security Number

Checkmark  Mother’s Maiden Name

Checkmark Proof of current address (if current driver’s license or government-issued ID does not match current address):

  • Utility or telephone bill
  • Vehicle or voter registration
  • Lease agreement

Note: Additional documentation may be requested.
Note: Other documentation subject to CU review.

Checkmark Proof of identity (An unexpired, government-issued photo ID)

Checkmark Annual or monthly income information

Checkmark Employment information

Checkmark Mortgage or rent payment information

If you are not currently a member, please also have the following items ready:

Checkmark Your Social Security Number

Checkmark  Mother’s Maiden Name

Checkmark Proof of current address (if current driver’s license or government-issued ID does not match current address):

  • Utility or telephone bill
  • Vehicle or voter registration
  • Lease agreement

Note: Additional documentation may be requested.
Note: Other documentation subject to CU review.

Checkmark Proof of identity (An unexpired, government-issued photo ID)

Checkmark Annual or monthly income information

Checkmark Employment information

Checkmark Mortgage or rent payment information

If you are not currently a member, please also have the following items ready:

Checkmark Your Social Security Number

Checkmark  Mother’s Maiden Name

Checkmark Proof of current address (if current driver’s license or government-issued ID does not match current address):

  • Utility or telephone bill
  • Vehicle or voter registration
  • Lease agreement

Note: Additional documentation may be requested.
Note: Other documentation subject to CU review.

Please note: Not all items are due during the initial application.

Required

Checkmark Copy of Driver’s License for each borrower

Checkmark Most recent pay stub showing year-to-date earnings (at least 30 days)

Checkmark W-2’s for the previous two years

Checkmark All pages of most recent Asset Statements covering two full months

Checkmark All pages of most recent 401K / retirement statement

Checkmark Copy of last mortgage statement (for refinance transactions)

Checkmark Purchase Agreement signed by all parties (for purchase transactions)

Checkmark Homeowner’s Insurance Agent Contact Information or Policy Declaration Page

If applicable

Checkmark Social Security income award letter

Checkmark Most recent pension/retirement monthly statement

Checkmark Disability income award letter

Checkmark Completed gift letter signed and dated by gift source and all borrowers

Checkmark Divorce Decree – all pages

Checkmark If self-employed or commissioned, most current year-to-date Profit & Loss statement

Checkmark Proof of child support income or payment

Checkmark Bankruptcy papers (all pages) if bankruptcy discharged in the past 4 years

If you are not currently a member, please also have the following items ready:

Checkmark Your Social Security Number

Checkmark  Mother’s Maiden Name

Checkmark Proof of current address (if current driver’s license or government-issued ID does not match current address):

  • Utility or telephone bill
  • Vehicle or voter registration
  • Lease agreement

Note: Additional documentation may be requested.
Note: Other documentation subject to CU review.

Checkmark Proof of identity (An unexpired, government-issued photo ID)

Checkmark Annual or monthly income information

Checkmark Employment information

Checkmark Mortgage or rent payment information

If you are not currently a member, please also have the following items ready:

Checkmark Your Social Security Number

Checkmark  Mother’s Maiden Name

Checkmark Proof of current address (if current driver’s license or government-issued ID does not match current address):

  • Utility or telephone bill
  • Vehicle or voter registration
  • Lease agreement

Note: Additional documentation may be requested.
Note: Other documentation subject to CU review.

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