Business

Business Account Checklist

What You'll Need

When you meet with us, you'll want to bring specific documents with you, depending on the type of business you have.*

General Partnership

  • Government-issued ID
  • Partnership agreement (all partners must be authorized signers on the membership)
  • EIN letter

Limited Liability Co. (LLC)

  • Government-issued ID
  • Certificate of
  • organization
  • Operating agreement
  • EIN letter

Organization/Association

  • Government-issued ID
  • Filed business organizing
  • document (filing not required for small clubs)
  • EIN letter

Sole Proprietor

  • Government-issued ID
  • Certificate of trade name
  • EIN letter

Limited Partnership

  • Government-issued ID
  • Partnership agreement (all partners must be authorized signers on the membership)
  • EIN letter

Corporations (C Corp./S Corp.)

  • Government-issued ID
  • Articles of incorporation
  • Corporate bylaws
  • Board minutes
  • EIN letter

Professional Corporation

  • Government-issued ID
  • Articles of incorporation
  • Corporate bylaws
  • Board minutes
  • EIN letter

Sole Proprietor DBA

  • Government-issued ID
  • Certificate of trade name

*We reserve the right to ask for additional documentation.

We're here to help

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