We can’t wait to meet with you!

Before your appointment, please review the list of what you’ll need to have handy for phone appointments or bring with you to branch appointments.

If you have any questions before your meeting, don’t hesitate to contact us at 800.448.9228.

Please note: each individual who will be authorized to use the account must be present and have a valid ID.

what you'll need

Sole Proprietor

  • Valid photo ID (such as a driver’s license)
  • Your Social Security Number (no need to bring your cards)
  • If you have an Employer Identification Number/Individual Taxpayer Identification Number (ITIN), bring documentation
  • Opening deposit (minimum $5 in savings plus the cost of checks if you choose to order them)

Limited Liability Company

  • Valid photo ID (such as a driver’s license)
  • Your Social Security Number (no need to bring your cards)
  • If you have an Employer Identification Number/Individual Taxpayer Identification Number (ITIN), bring documentation
  • Business Operating Agreement/Partnership Agreement (if applicable)
  • Business Articles of Organization
  • Opening deposit (minimum $5 in savings plus the cost of checks if you choose to order them)

Corporation

  • Valid photo ID (such as a driver’s license)
  • Verification of tax ID number
  • Organization’s Bylaws
  • Meeting minutes or similar verification of Share Holders/Officers of the Corporation/Board of Directors
  • Business Articles of Incorporation
  • Opening deposit (minimum $5 in savings plus the cost of checks if you choose to order them)

Nonprofit

  • Valid photo ID (such as a driver’s license)
  • Bylaws/Code of Regulations
  • Meeting minutes or similar verification to show the officers of the organization/Board of Directors
  • Tax Exempt certificate
  • Opening deposit (minimum $5 in savings plus the cost of checks if you choose to order them)
  • Articles of Incorporation (if applicable)
  • Verification of Tax ID number

Business Account (Unincorporated, social clubs, civic organizations, etc.)

  • Valid photo ID (such as a driver’s license) for all signers
  • Bylaws/Code of Regulations (if applicable)
  • Meeting minutes or similar verification to show the officers of the organization/Board of Directors
  • Verification of tax ID number
  • Opening deposit (minimum $5 in savings plus the cost of checks if you choose to order them)