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:
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: Please include an IRS ruling letter of tax exemption under IRS 501(c). If you’re unable to provide the IRS ruling letter, you must obtain a notarized statement from the officers or directors on organization letterhead stating that the organization is exempt from tax reporting under IRS 501(c).
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