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Business

Required Documents

Your business is as unique as you are. Let us help tailor your banking relationship to your specific needs; use the list below to get started by gathering your documents.

All accounts require:

  • All owners and authorized signers will be required to provide two forms of ID & personal profile

  • Complete business profile and application

  • Using a DBA (doing business as) or assumed name? If so, please include one of the following documents (must include the  business name you have adopted):

    • DBA certificate or

    • Assumed name certificate

    Documents must have proof of filing from the state or county.

Sole Proprietorship

  • Business name filing document such as EIN certificate from the IRS

  • Business license (if a business name filing document was not filed)

General Partnership

  • Business name filing document such as EIN certificate from the IRS

  • Partnership agreement showing business name & names of partners

Limited Partnership (LP) and Limited Liability Partnership (LLP)

  • Business name filing document such as EIN certificate from the IRS

  • Most current certificate of Limited Partnership agreement showing business name & names of partners

  • Certificate of registration

Corporation

  • Business name filing document such as EIN certificate from the IRS

  • Current articles of incorporation

  • Certificate of Incorporation from Secretary of State

  • Corporate resolution or corporate minutes identifying officers & authorized signers

Nonprofit organizations

  • Business registration filing

  • IRS 501(c) letter

Limited Liability Company (LLC)

  • Business name filing document such as EIN Certificate from the IRS

  • Current articles of organization

  • Operating agreement identifying who has authority to act on behalf of the company