Sole Proprietorship Account Checklist

We appreciate the opportunity to assist with your banking and financial needs. To help make your account opening process quick and seamless, please gather these required documents. We welcome your questions by telephone, email, online chat or at any of our ten locations. Contact us today!

Information Required To Open Your Account

Business/Sole Proprietorship information

  • Full Sole Proprietor and DBA Legal Name
  • Social Security number or Federal EIN number
  • Proof of official filing with the state for the business
  • Business address and phone number
  • Completed and executed Sole Proprietorship Resolution of Authority-provided by bank
  • Government-issued ID – required
    • U.S. Citizens: driver’s license, state-issued ID card, or passport
    • Non-U.S. Citizens: passport
  • Date of birth

Quick access links to proof of official filing with state:




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