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 |
|---|
| 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. |