business checking accounts

a no-brainer for businesses.

To open a business account, you’ll need a few different documents. The documents you’ll need depends on things like the type of business, its tax filing status, and the different people who will use the account. The info below will tell you exactly which documents you’ll need for your business.

business checking account requirements

Corporation

Business Tax ID Number
Articles of Incorporation
By Laws
Certification of Beneficial Ownership (Download)
501 (c)(3) Nonprofit Designation (If applicable)
Trade Name (DBA) Registration (If applicable)

Limited Liability Company

Business Tax ID Number
Articles of Organization
Operating Agreement
Certification of Beneficial Ownership (Download)
501 (c)(3) Nonprofit Designation (If applicable)
Trade Name (DBA) Registration (If applicable)

Partnership or General Partnership

Business Tax ID Number
Partnership Agreement
Certification of Beneficial Ownership (Download)
Trade Name (DBA) Registration (If applicable)

Sole Proprietorship

Business Tax ID Number (If applicable)
See below for individual documentation
Certification of Beneficial Ownership (Download)
Trade Name Registration (If applicable)

Limited Liability Partnership or Limited Partnership

Business Tax ID Number
Articles of Limited Liability Partnership / Limited Partnership
Partnership Agreement
Certification of Beneficial Ownership (Download)
Trade Name Registration (If applicable)

Account Signers and Beneficial Owners

Individual Signer

Social Security Number
2 Forms of ID – one must be a Government Issued Photo ID

Beneficial Owner

(Individual that owns 25% or more of the entity)

Social Security Number
Government Issued Photo ID

Still not sure what you need to open your business checking account?

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