What you need to apply

To complete opening of your business account, you'll need to visit your local branch to apply. Be sure to bring the necessary documentation shown below with you. Then all you have to do is fund the account and sign your documents.

Information for Application

Here's what you'll need to complete the application:

  • Personal information (name, date of birth, Social Security Number, etc.)
  • E-mail address and phone number
  • U.S. address (not a P.O. box)
  • Legal name of business and type of business
  • Business establishment date with signer's full name
  • Tax ID number, ownership structure, number of employees
  • Percent of ownership and annual gross revenue

Required Documents*

Documents General Partnership Limited Partnership Limited Liability Partnership Limited Liability Company Corporation for Profit Corporation Not for Profit
Fictitious Name Certificate, for multi-tiered/DBA ✓ ✓ ✓ ✓ ✓
Business License ✓ ✓ ✓ ✓ ✓ ✓
Partnership Agreement ✓ ✓ ✓
Certificate of Limited Partnership or Limited Partnership Agreement, registered with the Secretary of State ✓ ✓
Articles of Incorporation or Certification of Formation ✓ ✓ ✓
Operating Agreement/Bylaws ✓ ✓ ✓
IRS 501(C) Tax Determination Letter ✓ ✓ ✓
Certificate of Authority to do Business (if business has physical address or location in state where not registered) ✓ ✓ ✓
ID Image (for beneficial owners, control person, and at a minimum one signer) ✓ ✓ ✓ ✓ ✓ ✓
  • General Partnership
  • Fictitious Name Certificate, for multi-tiered/DBA
  • Business License
  • Partnership Agreement
  • ID Image (for beneficial owners, control person, and at a minimum one signer)
  • Limited Partnership
  • Fictitious Name Certificate, for multi-tiered/DBA
  • Business License
  • Partnership Agreement
  • Certificate of Limited Partnership or Limited Partnership Agreement, registered with the Secretary of State
  • ID Image (for beneficial owners, control person, and at a minimum one signer)
  • Limited Liability Partnership
  • Fictitious Name Certificate, for multi-tiered/DBA
  • Business License
  • Partnership Agreement
  • Certificate of Limited Partnership or Limited Partnership Agreement, registered with the Secretary of State
  • ID Image (for beneficial owners, control person, and at a minimum one signer)
  • Limited Liability Company
  • Fictitious Name Certificate, for multi-tiered/DBA
  • Business License
  • Articles of Incorporation or Certification of Formation
  • Operating Agreement/Bylaws
  • IRS 501(C) Tax Determination Letter
  • Certificate of Authority to do Business (if business has physical address or location in state where not registered)
  • ID Image (for beneficial owners, control person, and at a minimum one signer)
  • Corporation for Profit
  • Fictitious Name Certificate, for multi-tiered/DBA
  • Business License
  • Articles of Incorporation or Certification of Formation
  • Operating Agreement/Bylaws
  • IRS 501(C) Tax Determination Letter
  • Certificate of Authority to do Business (if business has physical address or location in state where not registered)
  • ID Image (for beneficial owners, control person, and at a minimum one signer)
  • Corporation Not for Profit
  • Business License
  • Articles of Incorporation or Certification of Formation
  • Operating Agreement/Bylaws
  • IRS 501(C) Tax Determination Letter
  • Certificate of Authority to do Business (if business has physical address or location in state where not registered)
  • ID Image (for beneficial owners, control person, and at a minimum one signer)

*Additional documentation may be required depending on business ownership structure.

Other important information you need to know

  • You must be at least 18 years of age
  • All applicants are subject to review of past account handling and verification of the information provided

NOTE: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. When you open an account, we are required to ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.