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Pre-appointment checklist sent to your email.

Make a Branch Appointment.

We can’t wait to connect with you! Scheduling an appointment is a fast and easy way to ensure we’re ready for you when you visit the branch. After booking, we’ll email you a checklist of everything to bring so we can help you as quickly and efficiently as possible.

  • Customized Support Based on Your Needs
  • Confidence Knowing Exactly What to Bring
  • Ability to Update Appointment at Any Time
  • A Smoother, More Convenient Branch Experience
  • Less Waiting When You Arrive
  • Faster, More Efficient Visit

What to Bring

Here's a handy list of items you'll want to have ready to go for your appointment. If you're meeting with us by phone, please have a device available to access your email and use our eSign option. If you have any questions in the meantime, feel free to give us a buzz at 800.736.4500.

Apply for a new mortgage loan with confidence.

Please have the following documents ready: 

  • Valid, unexpired driver’s license or passport 
  • Proof of current address (if different from the address on your identification) 
  • Copy of VISA, work authorization, or other permanent or non-permanent residency documentation 

Verification of all income (as applicable): 

  • Two pay stubs for the most recent 30-day period 
  • Last two years W2’s and/or 1099’s 
  • Self-employed applicants: two years of tax returns (All Schedules) 
  • Military applicants: most recent Leave and Earnings Statement (LES) 
  • Social Security Award Letter (if applicable) 
  • Retirement Benefit/Pension award letter (if applicable)

Additional documentation: 

  • Statement of assets, such as recent bank statements 

Apply to refinance your current mortgage or open a Home Equity Loan or Home Equity Line of Credit (HELOC). 

Please have the following documents ready: 

  • Valid, unexpired driver’s license or passport 
  • Proof of current address (if different from the address on your identification) 
  • Copy of VISA, work authorization, or other permanent or non-permanent residency documentation

Verification of all income (as applicable): 

  • Two pay stubs for the most recent 30-day period 
  • Last two years W2’s and/or 1099’s 
  • Self-employed applicants: two years of tax returns (All Schedules) 
  • Military applicants: most recent Leave and Earnings Statement (LES) 
  • Social Security Award Letter (if applicable) 
  • Retirement Benefit/Pension award letter (if applicable)

Additional documentation: 

  • Statement of assets, such as recent bank statements 
  • Current Homeowners Insurance Declaration Page 
  • Current home mortgage statement  
  • Copy of HOA dues statement (if property has HOA) 
  • Certification of Trust (if property is held in Trust)

Apply for a New or Used Auto, Motorcycle, or Recreational Vehicle Loan with ease. 

Please have the following documents and information ready: 

  • Valid, unexpired driver’s license or passport
  • Proof of current address (if different from the address on your ID)
  • Proof of income, including your two most recent pay stubs showing year-to-date income
  • Vehicle information, such as VIN, year, make, model, mileage, and title (if available)

Apply for a Personal Loan, Solar Loan, or Credit Card with confidence. 

To get started, please have the following ready: 

  • Valid, unexpired government issued photo ID 
  • Proof of current address (if different from the address on your ID) 
  • Proof of income, including your two most recent pay stubs showing year-to-date income

Open a New Membership, Savings Account, Checking Account, Money Market, IRA, Share Certificate, or Saver Certificate with ease.

To get started, please have the following ready: 

  • Valid, unexpired, government issued photo ID 
  • Social Security Number 
  • Proof of current address (if different from the address on your ID) 
  • Minimum opening deposit: 
    • $5 for Savings 
    • $15 for Checking

To open a Business Savings or Business Checking Account, please provide the required documentation based on your business type. 

Have the following available: 

  • Business EIN (Employer Identification Number) 
  • Valid, unexpired, government issued photo ID for all authorized signers 
  • Personal Social Security Number for all authorized signers 
  • Business formation documents, such as a Fictitious Business Name Statement, Articles of Incorporation, Partnership Agreement, or other applicable documentation. Click here to view required documents.

Apply for a Business Vehicle Loan, Equipment Loan, Secured Loan, Unsecured Loan, Business Equity Line of Credit (BELOC), or Commercial Real Estate Loan.Call 760.631.8700 x1603 or fill out our quick Inquiry Form to get started. 

Have the following available: 

  • Business EIN (Employer Identification Number)
  • Business formation documents, such as a Fictitious Business Name Statement, Articles of Incorporation, Partnership Agreement, or other applicable documentation. Click here to view required documents.

Get your account or loan questions answered with the help of our team. 

Please have the following available: 

  • Valid, unexpired, government issued photo ID 
  • Applicable account or loan documents 
  • Trust accounts: Certification of Trust

Prepare for a personalized Financial Checkup by bringing: 

  • Valid, unexpired, government issued photo ID 
  • Most recent statements, including retirement, investment, mortgage, auto, and credit card statements (if applicable)

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CVB a division of Frontwave Credit Union.
Disclaimers

* Transactions are limited to CVB customers only until late 2026.

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