Open your account using the required documentation.
When you are ready to move forward with opening a new business account, the following documentation is required:
| Sole Proprietor | Limited Liability Corporation | Partnership | Corporation | Non-for-Profit |
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Articles or Certificates of Incorporation | | | | X | |
Articles of Organization | | X | | | |
Board Minutes | | | | | X |
Owner's SSN | X | | | | |
Partnership Agreement | | | X | | |
Tax Exempt Letter | | | | | X |
TIN | | X | X | X | X |
We also require a copy of an unexpired government issued identification for any individual who owns, directly or indirectly, 25% or more of the business that is opening the account AND for one individual with significant responsibility for managing the business. |