How to open an account in Chase: Requirements, papers and documents

When you decide to venture into the banking world and open your first account, doubts arise related to its operation, benefits and where you can do it. The first thing you should do is consider the objectives you pursue when opening an account.

Saving for future plans, organizing your finances, having a variety of payment methods to mobilize your money are some reasons to open an account. Once you define your reasons, you can start looking for the ideal bank for you.

In the United States, there are approximately 8 thousand banks distributed throughout its territory. They all offer you multiple services and options to adapt to your requirements. It seems like an impossible task, but we are here to help you.

This guide offers you the necessary information so that you know how to open an account in one of the most prestigious banks in the country. Read on and find out what the steps and requirements are to open an account at Chase Bank.

Requirements to open a Chase bank account

JP Morgan Chase (Chase Bank) is one of the oldest financial companies in the United States. Currently, it is one of the most important banks in the country with more than 5,000 branches distributed throughout the territory.

Thanks to its extensive experience in the financial area, it offers you a wide variety of services and investment mechanisms.

To open an account at Chase Bank you must meet the following requirements:

Be a US citizen.
Have a Social Security card.
Provide valid contact information.
Funds to open the account.

Requirements to open a Chase account as a foreigner

Chase Bank gives foreigners the option to open an account with the bank. However, they have certain restrictions on the type of account and the services they can access.

The requirements to open an account as a foreigner are:

Be a permanent resident (have a Green card).
Valid passport.
Social Security Number or Individual Taxpayer Identification Number (ITIN).
Verifiable address in the country.
Funds needed to open the account

Requirements to open a Chase account for undocumented immigrants

Many people who arrive in the country spend a lot of time trying to legalize their immigration status. While this is happening, the undocumented can also open a bank account at Chase Bank. To do this, they must meet the following requirements:

Present a valid identification document
Have proof of domicile in the country
Valid passport
Individual Taxpayer Identification Number (ITIN)
Funds to open the account

What documents do I need to open an account at Chase Bank?

To open an account at Chase Bank you need to verify that you meet all the requirements. You must have at hand the documents that certify your identity, address and status in the country.

The papers required to open the account at Chase Bank include:

Proof of identification documents. They must have a photo and must be two of the following:
Driver’s license
Valid passport
Government ID card
State identification card

Proof of address documents. They must show the name of the applicant:

Driver’s license
State identification card
Bill for services such as electricity, water, gas or telephone.
Rental contract
Social Security Card
Funds to open the account

If you are a foreigner, the documents you have to present are:

Proof of identification documents. They must have a photo and must be two of the following:

Driver’s license
Valid passport
consular identification
Birth certificate
Proof of address documents with applicant’s name:
Driver’s license
Bill for services such as electricity, water, gas or telephone
Rental contract
Social Security Card or Individual Taxpayer Identification Number (ITIN).
Funds to open the account.

How to open an account at Chase Bank?

At Chase Bank you can open a bank account in person and online. The steps are explained below:

In person:

Go to the Chase Bank website and locate the most convenient agency for you
In some offices, you will need to schedule an appointment that you can request online
Attend the day of the appointment with all your documents
Fill out the forms indicated by the advisor
Make the payment to your account
Wait for your papers of your new account

Online: