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Requirements to Open a New Account

Corporations (for profit/non-profit)

  • Certified Articles of Incorporation
  • Certificate of Incorporation
  • Online Verification of Status/Good Standing

Partnerships

  • Partnership Agreement

Limited Liability Company

  • Articles of Organization
  • Certificate of Organization
  • Online Verification of Status/Good Standing

Information Needed from Signers

  • Name
  • Date of Birth
  • Residential Street Address
  • Mailing Address if Different from Home Address
  • Phone Number
  • Primary Form of Identification (Unexpired):
    • State Issued Drivers License
    • State Issued Photo Identification Card
    • Valid United State Passport
    • Active Duty, Retiree or Reservist Military Identification Card
    • Immigration and Naturalization Services
  • Secondary Form of Identification:
    • Birth Certificate
    • Social Security Card
    • Marriage Certificate/License
    • Employer Photo Identification Card
    • Student Identification Card
    • Health Insurance Card
    • Utility Bill showing Current Residence
    • Credit Card (with picture)
    • Medicare Card
    • Voter Registration Card
    • Property Tax Bill
    • Pilots License
  • Verification of Social Security Number (Social Security Card, Pay Stub, Tax Return, etc.)
  • Verification of address if different than address listed on Primary Form of Identification