Specialty Accounts
Broadview offers a variety of specialty accounts. If you are looking to open one of these accounts, please bring all of the documents specified below for the account you seek to open with you to your nearest Broadview branch.
Rep Payee
Valid Identification (required for all persons)
Rep Payee Assignment Letter from Federal Agency
UTMA
Valid Identification (required for all persons)
Custodian Savings Account
Guardian
Valid Identification (required for all persons)
Original Written Court Order; naming the Guardian, Beneficiary and terms of agreement
Estate Account
Valid Identification (required for all persons)
Letters of Testamentary or of Administration
IRS EIN Assignment Letter
Campaign
Campaign Account Application
Valid Identification (required for all persons)
IRS EIN Assignment Letter
NYS Board of Elections Letter
Federal Election Commission Letter
County Election Office Letter
Donation
Donation Account Application
Valid Identification (required for all persons)
IRS EIN Assignment Letter
Document Substantiating Account (memorial, medical expenses, property loss, etc.)
Trust (Irrevocable, Revocable, Burial)
Irrevocable/Revocable/Burial Account Application
Valid Identification (required for all persons)
Trust Agreement
IRS EIN Assignment Letter (required for Irrevocable Trusts)
