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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 | • Fictitious Name Certificate/Registration* • IRS EIN Letter* • Business New Account Packet-Sole Proprietorship |
| 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 |
| Corporation: For Profit/Not for Profit | • Articles of Incorporation • Fictitious Name Certificate/Registration* • IRS EIN Letter • Business New Account Packet-Legal Entities |
| Unincorporated Association/Organization | • Meeting Minutes • IRS EIN Letter • Business New Account Packet-Legal Entities |
| Limited Liability Company | • Certificate of Organization • Fictitious Name Certificate/Registration* • IRS EIN Letter* • Business New Account Packet-Legal Entities |
| Public Funds | • IRS EIN Letter • Meeting Minutes • Business New Account Packet-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 |
*If applicable
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.
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.
