The following documents are required to open a Business Checking Account. Please plan on bringing the applicable documents with you at the time of account opening.
Type of Business
Documentation Required
LLC
Articles of Organization / Certification of Formation
Deposit Account Resolution
Secretary of State Certificate of Good Standing
W-9
Proprietorship
ADD
Secretary of State Certificate of Good Standing
W-9
Corporation
Articles of Organization / Certification of Formation
Deposit Account Resolution
Secretary of State Certificate of Good Standing
W-9
If applicable; obtain Fictitious Name, Trade Name or Assumed Name Certificate (DBA)
Non-Profit
Not-For-Profit Articles of Incorporation
Determination Letter for 501(c)(3) tax status from the IRS
Deposit Account Resolution
Secretary of State Certificate of Good Standing
W-9
Organization/Group
Documentation of Membership to the Larger National Chapter (Tax ID must be in this documentation and used for account opening)
W-9
Deposit Account Resolution
Partnership If the partnership is using a fictitious name - Fictitious Name, Trade Name or Assumed Name Certificate (Not required if the Name of the Partnership contains the last name of all partners)
Articles of Organization / Certification of Formation
Deposit Account Resolution
Secretary of State Certificate of Good Standing
W-9
Partnership Agreement/Certificate of Limited Partnership
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