Skip to Main Content
Image of two people shaking hands.

New Account Documentation

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 ProprietorLimited Liability CorporationPartnershipCorporationNon-for-Profit
Articles or Certificates of Incorporation   X 
Articles of Organization X   
Board Minutes    X
Owner's SSNX    
Partnership Agreement  X  
Tax Exempt Letter    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.