Required documents

Become a business member

If you're looking to open a new business account, you're in the right place. Once you have the documentation outlined below, stop by your local branch to keep the process moving.

Business Entity Required Documentation
Sole Proprietor
Partnership (General, Limited, Limited Liability)
  • Fictitious Name Certificate/Registration*
  • IRS EIN Letter
  • Partnership Agreement (GP) or Certified Statement of Registration (LP, LLP)
  • Business New Account Packet-Legal Entities (Banking Resolution, Certification of Beneficial Owner, Business Account Profile)
Corporation: For Profit/Not for Profit
Unincorporated Association/Organization
Limited Liability Company
  • Certificate of Organization
  • Fictitious Name Certificate/Registration*
  • IRS EIN Letter*
  • Business New Account Packet-Legal Entities (Banking Resolution, Certification of Beneficial Owner, Business Account Profile)
Public Funds
IOLTA
  • Fictitious Name Certificate/Registration*
  • Enrollment Form for Lawyers and Law Firms
  • IOLTA Addendum
  • Formation Doc/State Filing (see applicable entity of Law Firm)
  • Business New Account Packet-Legal Entities (Banking Resolution, Certification of Beneficial Owner, Business Account Profile)

*If applicable

Become a select employer group

When you become a Select Employer Group, your whole organization benefits. As a business, you'll gain access to our full line of products and services. And your team will profit from lunch and learn programs, seminars, and on-site signups.

Open your personal account

Forms

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Ready to get started?

We're here to guide you through every step of the process. Contact us online, give us a call, or schedule a meeting at a time and place that works for you.

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For your protection please be advised that public Internet email is not secure. Various links within our web site allow you to submit information to us by public Internet email. Please DO NOT provide personal or account information through public email or submit any personal information that would compromise your identity including your account number, social security number, credit card numbers, electronic services PINs, passwords or mother's maiden name. Members 1st will not respond via public Internet email to requests-for-account-information or account activity. Please contact Customer Service with these types of requests at (800) 237-7288 or (717) 795-6049.