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
