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.

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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