New Account Request Form

Setting Up a New Account

Setting up your new 401(k) Plan Checking account is easy. We are happy to assist you with setting up your account at our Lynnwood office, but as a convenience you may also do it right from home in five easy steps. Please contact one of our banking specialists with any questions regarding our 401(k) Plan Checking account or call us at (800) 335-4126.

Download 401(k) Plan Checking Account Form

5 Easy Steps

Step 1	Click to download, print, and complete our New Account Request Form.
Step 2	Read the attached 401(k) Plan Checking account disclosure.
Step 3	Send the completed form and required documents by mail or fax.
Step 4	Within 2-3 business days after receipt of your documents, we will contact you to verify the information.
Step 5	We will mail you a completed signature card along with the terms and conditions for your 401(k) Plan Checking account. Sign the document in the highlighted areas and return in the envelope provided.

Thank You For Choosing Pacific Crest

After you have opened your new 401(k) Plan Checking account you will be ready to accomplish your retirement investing goals!

Pacific Crest Savings Bank does not provide, nor accept, cash. Contact your investment advisor to help you through the account set up process. Please remember to send all the documentation listed on the New Account Request Form.

Please contact us with any questions regarding our 401(k) Plan Checking account, toll free at (800) 335-4126 or locally at (425) 670-9600. Our office hours are Monday through Friday, 8:30 a.m. to 4:30 p.m. Our fax number is (425) 670-9688 and our mailing address is 3500 188th Street SW, Suite 575, Lynnwood, WA 98037.