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Business Checking Accounts

Business Document Requirements

Our goal is to be the best bank for business, and we look forward to supporting your business. The requirements for opening a business account with us vary by type of business, which is listed below.

Business Documentation Needed

*One required unless stated otherwise

Associations

  • Association Resolution
  • Certification Letter
  • Meeting Minutes (Must include intent to open account and signers)
  • Certificate of Good Standing (Can only be used if signers listed)

Corporations

  • Articles of Incorporation
  • Business License
  • Corporate Charter
  • Certificate of Good Standing (can only be used with officers listed)

Estates

  • Death Certificate (always required)

AND

One of the following docs:

  • Short Certificate (PA)
  • Letters of Testamentary OR Letters of Administration (OH)

Non-Profits

  • 501c3 Certification
  • Letter from National Organization for Scouts
  • Certification Letter
  • Meeting Minutes (Must include intent to open account and signers)
  • Certificate of Good Standing (Can only be used if signers listed)

Limited Liability Corporations

  • Articles of Organization
  • LLC Operating Agreement
  • Certificate of Existence (can only be used with members listed)
  • Business License

Limited or General Partnerships

  • Partnership Agreement
  • Business License
  • Certificate of Existence (can only be used with partners listed)

Public Funds

  • Public Entity Agreement
  • Resolution
  • Meeting Minutes (Must include intent to open account and signers)

Sole Proprietorship

  • Fictitious Name Agreement (can only be used if sole proprietor is listed)
  • Certificate of Good Standing
  • Business License
  • Certificate of Sole Prop Status

Trusts

  • Trust Agreement
  • Trust Synopsis
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