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Combined Account Statements

A Combined Statement is a convenient way to list multiple accounts on one statement.  An unlimited number of checking and statement savings accounts can be combined.  To setup combined statements, please review the directions below and provide us a telephone number where we may contact you during business hours.

Directions:

• You may only combine accounts with the same reporting social security or tax identification number (SS# or TIN) or where the account ownership is identical.

• You must select a lead account.  The lead account drives when the statement will be produced and how the title or mailing label will read for all accounts.  NOTE:  The title (ownership) on combined statements does not necessarily reflect the ownership of all accounts.

• We suggest a checking account be used as the lead account, unless all accounts to be combined are statement savings accounts, and then the lead account may be a statement savings account.

• Passcard and Mutual CAP Membership accounts cannot be combined.  If you would like to convert a Passcard to a Statement Savings Account, please indicate below.