How to Open a Business Checking Account

Here’s What You’ll Need to Open Your Business Checking Account:
Sole Proprietorship | General Partnership | Campaign Account | Limited Liability Company | Corporations / Not-For-Profit Corporation | Limited Liability Partnership / Limited Partnership | Informal Association / Club | |
---|---|---|---|---|---|---|---|
Proof of EIN (IRS SS-4 Form) |
✔ Or SSN if not filing with EIN |
✔ | ✔ | ✔ or SSN if Single Member LLC |
✔ | ✔ | ✔ |
DBA or Assumed Name Certificate | ✔ | ✔ | |||||
CTA Form (Appointment of a Campaign Treasurer) | ✔ | ||||||
Certificate of Formation | ✔ | ✔ or Articles of Incorporation |
|||||
Registration of LLP or Certificate of Formation LP | ✔ | ||||||
Operating Agreement | ✔ | ||||||
Bylaws | ✔ | ||||||
Partnership Agreement | ✔ (If Applicable) |
✔ | |||||
Meeting Minutes | ✔ | ✔ or Corporate Resolution |
✔ |
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