Opening a Business Account

Looking to do your business banking with a trusted partner?

Getting started with the Credit Union is easy.

Here's what you need to know to open a business account.

Business Membership Qualifications

To qualify, your business must be located in the Community Charter area or 51% of the business owners must be eligible for membership. Opening a regular share account is required for members

* Non-Profit Organizations will need to be in the Community Charter to be eligible for a business account.

Documents Required for All Business Accounts

All Business Accounts must be opened with the proper documentation.

Documents Required for Some Business Accounts

Depending on your type of business, additional documentation is required.

Sole Proprietor/DBA (Doing Business As)

Social Security number (SSN) of owner OR Taxpayer Identification Number (TIN) of business
Copy of filed Assumed Name Certificate (Trade Name Affidavit) or Business License

Partnership or Limited Partnership

IRS Tax ID Letter or first page of business tax return
Copy of Partnership Agreement
Copy of Business License

Corporation or Professional Corporation

IRS Tax ID Letter or first page of business tax return
Copy of Articles of Incorporation
Copy of By Laws (if applicable)

Limited Liability Company/Partnership (LLC) (LPA) (LLP) (LLLP)

IRS Tax ID Letter or first page of business tax return
Copy of Articles of Organization/Partnership
Copy of Operating Agreement (if applicable)

Non-Profit Association or Club

IRS Tax ID Letter or first page of business tax return
Copy of Articles of Organization and any Resolutions
By-Laws or Meeting minutes stating the individuals or positions authorized to establish or conduct business on behalf of the club or organization, signed by the president or officers of the organization.