Description

Start banking with Affinity Plus by opening a new membership. Or if you’re an existing member, learn about additional accounts and services.

What to have ready

• Your social security number
• Your government-issued photo ID (driver's license, passport, state ID) with your current residential address. If you're applying online, you'll need this in a digital format to upload.
• Funding for your new account (credit/debit card or bank account information to transfer from)

If a minor is on the account, we'll also need their birth certificate and social security number card.

International student or non-U.S. citizen? Your visa and other documentation (I-20, for example) will be used to establish your identity.

Description

We will point you in the right direction whether you would like to finance a car, recreational vehicle, Visa credit card, or learn about any of our other personal loan options.

What to have ready

• Your social security number
• Your government-issued photo ID (driver's license, passport, state ID) with your current residential address. For applying online, you'll need this in a digital format to upload

International student or non-U.S. citizen? Your visa and other documentation (I-20, for example) will be used to establish your identity.

Description

We’ll connect you with a financial professional who can best suit your needs to plan for your financial future.

What to have ready

This information isn’t required, but it’s really helpful to have for a productive meeting.

• Current income (W2, check stubs, or estimate)
• The most recent statements for your financial accounts
  • a. Bank (checking, savings, investment, or trust accounts)
  • b. Investment account statements (IRA’s, investments, trusts, annuities, etc)
  • c. Current pension statements
  • d. Current social security statements
  • e. Current retirement plan statements (401k, 403B, MNDCP, etc) including investment options, current selections, and contribution amounts
• Insurance information (life, health, disability, long-term care) amounts, terms, etc
• Home, cabin, or other significant personal asset amounts and mortgages, if any on these properties or assets
• Other financial information (inheritances, college savings, etc)
• Accurate estimate of monthly living expenses
  

Description

Start by meeting with one of our business service specialists over the phone, and together you’ll find the right loans and services for your business.

What You'll Need for This Phone Appointment

• All of your Authorized Signers will need to have their government-issued IDs at the appointment.
• Your business (unless it’s an Unregistered Organization/Club) must already be active with the MN Secretary of State, or the equivalent, if in another state.*
• You'll need your Business Debt Schedule
• You’ll also need your federal and state Business and Personal tax returns for the last 2 years (in some cases, we might ask for 3 years).

*Affinity Plus can’t provide legal or tax advice. If you haven’t established your business, you’ll need to reach out to an appropriate attorney or accountant.

Description

To set up banking for your business, we’ll have you meet with one of our business service specialists over the phone.

What You'll Need for This Phone Appointment

• Personal membership is required (we can set it up at the appointment, or you can apply online first to save some time).
• All of your Authorized Signers will need to have their government-issued IDs at the appointment.
• Your business (unless it’s an Unregistered Organization/Club) must already be active with the MN Secretary of State, or the equivalent, if in another state.*
• You’ll also need the documents listed for your business type on the Business Membership Document Checklist.

*Affinity Plus can’t provide legal or tax advice. If you haven’t established your business, you’ll need to reach out to an appropriate attorney or accountant.

Description

We’ll discuss how to figure out how much home you can afford, preapproval, and the rest of the mortgage process, including a down-payment and how to save.

Description

Congratulations, we are officially ready to schedule your closing for your home equity loan!

Here are a few things to know regarding your upcoming closing:

• Although you will be signing some documents electronically, you will need to schedule a time that works for all owners and borrowers of the property to attend an in person meeting to complete the ink signing portion of the closing.
• If you are unable to find a time or location that works for you, please reach out directly to your mortgage loan officer

Description

Congratulations, we are officially ready to schedule your closing for your home equity loan!

Here are a few things to know regarding your upcoming closing:

• Although you will be signing some documents electronically, you will need to schedule a time that works for all owners and borrowers of the property to attend an in person meeting to complete the ink signing portion of the closing.
• If you are unable to find a time or location that works for you, please reach out directly to your mortgage loan officer

Description

Begin banking with Affinity Plus with a new membership, or if an existing member, learn about additional accounts and services.