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Forms and Applications

Every day matters at Plaza Bank. That’s why our Loan Committee strives to consider all loans promptly after receiving an application.

Applying for a loan or opening a deposit account at Plaza Bank is easy. Simply download and complete the appropriate form or application and fax it to 949-502-4398.

Downloadable Forms (pdf)
Business Account Checklist and Information Sheet
Online Banking Agreement
Online Banking Application
ACH Agreement
Remote Online Deposit Agreement
Sweep Account Agreement
Wire Transfer Request
Personal Financial Statement
Personal Account Checklist and Information Sheet