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How to Open a Business Account

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For all your Business Accounts needs, we've got you covered.

No matter if you're flying solo as a sole proprietor, teaming up in a general partnership, making a difference through a not-for-profit, or bringing people together in an informal association or club, our suite of business accounts is designed to meet the diverse needs of any organization. Elevate your business by establishing a business account at one of our many convenient locations.

Here’s What You’ll Need to Open Your Business 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
 

Handy Tools at Your Disposal.

Calculate your budget, see and compare the latest rates and discover what perks you gain for being a member of Education First Federal Credit Union.

 

Business Calculators

Whether you are determining equipment costs, cash flow, a business loan payment, or your financial ratio analysis, there is a calculator to help you.  

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Business Rates

Whether you are looking to open a business checking, business savings, business money market, or invest in a Business CD, you can check out our current business rates. 

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Member Perks

When you want a better place to hold your accounts and grow your money, Education First is at the head of the class.

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Have Questions? We're Here to Help.

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