If you are interested in a commercial lending
relationship with Fidelity Bank, one of the initial steps
will be to complete a personal financial statement. For
your convenience, a personal financial statement template can be downloaded.
| Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth, tax ID number and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. |
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*If you are in need of assistance or have questions about the personal financial statements call 952-831-6600.
This form cannot
be e-mailed or completed online. For security
reasons, we request you print out the form and deliver
it to Fidelity Bank in person, by mail or by fax. Our
fax number is 952-831-1828. |
