To assist in opening your new account, we may request the following:
Sole Proprietor/DBA
Limited Liability Company (LLC)
- TIN of LLC
- Operating Agreement
- LLC Resolution
Partnership
- TIN of Partnership
- Partnership Agreement
- Certificate of Partnership
Not-For-Profit Organization
- TIN of Organization
- If incorporated, follow corporation guidelines
- If tax exempt, IRS documentation or tax return
- If not tax-exempt, an authorization letter
Corporation
- TIN of Corporation
- Corporate Resolution
Fictitious Business Name Statement may also be requested