Skip to main content

What to bring for your community banking appointment.

Top of main content

Community memberships are for unincorporated organizations, like Parent Advisory Committees (PACs), sports teams, etc. To open this membership type, you’ll need the following:

Sponsors

Since an unincorporated entity cannot become a member of the credit union in its own right, we require two active Coast Capital members to act as sponsors and signers for the organization. These sponsors will serve as the responsible parties, regardless of their roles or titles.

  • One sponsor must be an active personal member of Coast Capital Savings with a membership that has been open for more than 6 months and is in good standing.
  • The second sponsor must either be an existing Coast Capital member or qualify to open a new personal membership, including meeting the $5 membership share requirement.

Organization Requirements

One of the following to confirm name of the organization:

  • Meeting minutes, or
  • Organization’s Bylaws, or
  • Organization’s Constitution, or
  • CRA charity registration, or
  • A letter from the governing sports association or a team roster

Identification

Each signer must bring:

  1. 1 piece of Government-issued photo ID:
    • Driver’s license1
    • Passport2
    • Nexus card
    • Indian Status card3
    • National Defense ID4
    • Permanent Resident card1
    • Provincial Health ID card5
    • Provincial ID card1
    • CNIB card 12

  2. 1 secondary non-photo ID:
    • Credit card6
    • Birth certificate1
    • Social Insurance Number card1
    • Old age security card7
    • Bank, ATM or Client Card8
    • Certificate of Canadian Citizenship9
    • Certificate of Naturalization9
    • Citizen and Immigration Canada Form10
    • Employee ID Card (with photo)11
    • Provincial Health Card5

  3. Social Insurance Number (SIN) if not already a Coast Capital member

If you do not have these ID types or have any questions, please contact us at 1.888.517.7000 for guidance.

Who needs to attend and what to bring

Action Required documents Individuals required to be present

Changing Sponsors

When changing sponsors, the following must still apply:

  • One sponsor must be an active personal member of Coast Capital Savings with a membership that has been open for more than 6 months and is in good standing.
  • The second sponsor must either be an existing Coast Capital member or qualify to open a new personal membership, including meeting the $5 membership share requirement.
 The two sponsors who will be on the membership going forward, must be present to complete the change (Note: We do not require sponsors/signers who have left to be present at the appointment)
Changing Signers (non sponsors) but the titles and positions are staying the same New signers
Changing (non-sponsors') titles and positions New signers

Identification Requirements

Each signer must bring:

  1. 1 piece of Government-issued photo ID:
    1. Driver’s license1
    2. Passport2
    3. Nexus card
    4. Indian Status card3
    5. National Defense ID4
    6. Permanent Resident card1
    7. Provincial Health ID card5
    8. Provincial ID card1
    9. CNIB card12

  2. 1 secondary non-photo ID:
    1. Credit card6
    2. Birth certificate1
    3. Social Insurance Number card1
    4. Old age security card7
    5. Bank, ATM or Client Card8
    6. Certificate or Canadian Citizenship9
    7. Certificate of Naturalization9
    8. Citizen and Immigration Canada Form10
    9. Employee ID Card (with photo)11
    10. Provincial Health Card5

  3. Social Insurance Number (SIN) if not already a Coast Capital member

If you do not have these ID types, please contact us at 1.888.517.7000 for guidance.

  1. Issued in Canada only
  2. Does not include temporary passports
  3. Indian Status Card/Certificate of Indian Status – issued by the Government of Canada
  4. Issued in Canada only. Temporary (purple) cards not acceptable.
  5. Canadian Provinces/Territories (excluding ON, MB or PEI). For applicants 19+, the document must be photo ID. If under 19, non-photo is acceptable.
  6. Issued by member of Canadian Payment Association (with individual’s name printed/embossed on front of card and signature on back of card). Prepaid credit cards (gift cards) cannot be accepted as identification.
  7. With SIN number of applicant on the card
  8. Issued by member of Canadian Payment Association, with applicant’s name printed/embossed on front of card, and signature on back of card
  9. Paper document or card. Does not include commemorative certificates.
  10. Form IMM 1000 – Record of Landing
    Form IMM 1442 – Visitor Record / Work Permit / Study Permit
    Form IMM 5292 – Confirmation of Permanent Residence
  11. Issued by an employer well known in the community (e.g. BC Hydro, Canada Revenue Agency, Canada Post, South Fraser Health Authority, Vancouver Island Health Authority, Microsoft, TELUS).
  12. Issued in Canada and contains a photo and signature