MeridianLink Portal

Thank you for considering us for your lending needs. We are sorry that we cannot continue with your application for the following reasons:

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Application Cancelled

We have cancelled your application.

If this was a mistake and you would like to fix errors you can return to the application now.

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Tell Us About Yourself

Suffix (Jr., Sr., etc.)

SSN

Show SSN

Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.

Date of Birth

Mother's Maiden Name

Citizenship Status

Reference Information

First Name

Last Name

Phone

(xxx) xxx-xxxx

Relationship

Secondary Reference Information

First Name

Last Name

Phone

(xxx) xxx-xxxx

Relationship

Contact Information

Current Physical Address

Country

Address

Zip

City

State

Occupancy Status

Occupancy Duration

Use different address for mailing

Mailing Address

Country

Address

Zip

City

State

Identification

ID Type

ID Number

ID State

ID Country

ID Date Issued

ID Expiration Date

Financial Information

^§Alimony, child support and separate maintenance income need not be revealed if you do not wish to have them considered as a basis for repaying this obligation.

Gross Monthly Income (before taxes)

Add other income

Other Monthly Income

Other Monthly Income Tax Exempt?

Other Monthly Income Description

Employment Status

Monthly Expenses

Monthly Mortgage/Rent Payment

Do you have another applicant?

Yes

Continue Or Go Back

Almost Done

Please complete the account funding to activate your account.

Fund Later

Funding later may delay account activation

To speed up the application process, please take a picture of the BACK of your United States driver’s license. This will prepopulate your name and address information directly to your application.

If you do not wish to use this feature simply click the “Done” button, to proceed.

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

Done

About Your Additional Applicant

Suffix (Jr., Sr., etc.)

SSN

Show SSN

Your Social Security Number (SSN) is used for identification purposes and to determine your account opening eligibility.

Date of Birth

Mother's Maiden Name

Citizenship Status

Reference Information

First Name

Last Name

Phone

(xxx) xxx-xxxx

Relationship

Secondary Reference Information

First Name

Last Name

Phone

(xxx) xxx-xxxx

Relationship

Contact Information

Current Address

Country

Address

Zip

City

State

Occupancy Status

Occupancy Duration

Use different address for mailing

Mailing Address

Country

Address

Zip

City

State

Identification

ID Type

ID Number

ID State

ID Country

ID Date Issued

ID Expiration Date

Financial Information

^§Alimony, child support and separate maintenance income need not be revealed if you do not wish to have them considered as a basis for repaying this obligation.

Gross Monthly Income (before taxes)

Add other income

Other Monthly Income

Other Monthly Income Tax Exempt?

Other Monthly Income Description

Employment Status

Monthly Expenses

Monthly Mortgage/Rent Payment

Continue Or Go Back

Recommendation for best recognition:

* Use a dark background

* Make sure all four corners are visible

* Avoid glare

* Make sure image is in focus

Done

Optional Protection

Select the products you'd like to review further. You'll have a chance to discuss in detail when finalizing your loan.

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The DA Information content will be added here

Continue

Review and Submit

Branch Selection

Personal Loan Information

Additional Loan Information

Applicant Information

Reference Information

Secondary Reference Information

Applicant Contact Information

Address

Your Identification

Your Secondary Identification

Financial Information

Previous Employment Information

Eligibility

Because membership is required to take advantage of this wonderful loan product, please tell us how you qualify for membership.

I live, work, worship, volunteer or attend school in

County.

I am an immediate family member of a current Generations Member.

I am a City of San Antonio Employee.

I am a City of San Antonio employee, and I work for the Police Department or Fire Department. Please select which:

If I am not approved for the above loan product,

I wish to continue opening my membership. I don't wish to continue opening my membership.

Remove Product

Remove

Cancel

Required Products

Select at least one of the following products required for membership

Savings

Required for membership. No fees! APY: 0.05% Min. Deposit: $5.00

APY: 0.10% Min Deposit: $5.00

You may select one of the following products

Available Products

Additional Savings

Set up a savings account for special goals like vacations, large purchases and more.

APY: 0.10%

My Advantage Checking

Premiere checking account. Offers identity theft protection, credit monitoring for you and your family, mobile device coverage, medical discounts and more for a low monthly service fee of $5. Accounts with balances over $1,500 earn interest daily. APY: 0.05% Min. Deposit: $25.00

APY: 0.05% Min Deposit: $25.00

Basic Checking

No balance requirement or monthly fees if you opt to receive eStatements. APY: 0.00% Min. Deposit: $25.00

APY: 0.00% Min Deposit: $25.00

Money Market

Higher deposit balances and interest rates.

Max APY: 0.35% Min Deposit: $2,000.00

APY (Annual Percentage Yield)

	Dividend Rate	APY	Minimum Balance	Minimum Deposit	Term (months)
.	0.25%	0.25%	$2,000.00	$2,000.00	N/A
.	0.30%	0.30%	$25,000.01	$2,000.00	N/A
.	0.35%	0.35%	$50,000.01	$2,000.00	N/A

Dividend Rate	0.25%
APY:	0.25%
Minimum Balance:	$2,000.00
Min Deposit:	$2,000.00
Term (months):	N/A

Dividend Rate	0.30%
APY:	0.30%
Minimum Balance:	$25,000.01
Min Deposit:	$2,000.00
Term (months):	N/A

Dividend Rate	0.35%
APY:	0.35%
Minimum Balance:	$50,000.01
Min Deposit:	$2,000.00
Term (months):	N/A

Funding

Your funds will not be transferred until all of your accounts are approved

How much do you want to deposit?

Total Deposit

Funding Options

Not Funding At This Time

Transfer From Another Financial Institution

Mail A Check

A minimum deposit of $0 in your Account is required to fund your Secured Credit Card. Please enter the amount that you wish to deposit and secure on your new card.

Please answer the following question(s)

Please select preferred language*

How did you hear about us?*

Please provide any notes/comments to your processor in reference to your Credit Report: (example: gaps in employment, explain current/past credit problems, loans recently paid off, explanation on recent credit inquiries)

Specify: Which accounts to be paid with Debt Consolidation.*

Protection that Matters

Credit Life and Credit Disability Insurance, underwritten by CMFG Life Insurance Company, is available for most loan products

Would you like more information about protecting your loan payment or balance with Credit Life and Credit Disability Insurance from your lender?

Interested

Not Now

Debt Protection is available with most loans by the credit union. It is designed to cancel your loan payment or balance, up to the contract maximums, if a protected life event occurs. Available package options will include one or more of the following life events: Life, Disability or involuntary unemployment.

Would you like more information about protecting your loan payment or balance with Debt Protection from your lender?

Interested

Not Now

MEMBER’S CHOICE™ Guaranteed Asset Protection (GAP) is an optional protection product made available by the credit union. In the event of a total loss, GAP is designed to cancel the difference between your primary insurance settlement and the outstanding loan balance, up to the contract maximums. For more information, call or visit the credit union.

Would you like more information about protecting your loan with GAP from your lender?

Interested

Not Now

Mechanical Repair Coverage can help you limit the cost of covered vehicle breakdowns.

Would you like more information about Mechanical Repair Coverage from your lender?

Interested

Not Now

Read, Sign and Submit

Your application is not complete until you read the disclosure below and click the "I/We Agree" button in order to submit your application.

You are now ready to submit your application. By clicking on "I/We Agree", you authorize us to verify the information you submitted and to obtain credit reports concerning you. Upon your request, we will tell you if a credit report was obtained and give you the name and addresses of the credit reporting agency that provided the report. You warrant to us that the information you are submitting is true and correct. By submitting this application, you agree to allow us to receive the information contained in your application, as well as the status of your application.

IMPORTANT INFORMATION

By completing and submitting this application, you agree to all terms, and certify that everything you have entered is correct and true. Please take a moment to review the following documents. You should download and save them for your records.

I have read and understand the:

If you selected to fund your Generations account from an account at another financial institution, your account there will be debited within three working days of account opening. If you requested a VISA Debit Card, your card will be issued once funds are received in your new checking account. If you listed beneficiaries on your account but did not provide percentage designation, percentages will be evenly designated to equal 100%.

Email Agreements & Disclosures

Your E-mail Address

The links to Agreements & Disclosures will be sent to your e-mail account so you may view/print later.

Send

Previous Employment Information

Monthly Expenses

Driver's License Scan

Previous Employment Information

Monthly Expenses

Co-Driver's License Scan

Personal Loan Information

Application Cancelled

Applicant Information

Previous Employment Information

Monthly Expenses

Almost Done

Driver's License Scan

Additional Applicant Information

Previous Employment Information

Monthly Expenses

Co-Driver's License Scan

Protection Product Information

Deposit Account Information

Review and Submit