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Let’s make this easy!
When we get together to open your accounts, we will ask to see the following documentation:
If you are operating as a Sole Proprietor, please provide:
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a current state issued Driver’s License, Military Identification Card, or state issued Identification Card,
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the Social Security Number or Tax Identification Number used in the business,
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and your Assumed Name Certificate.
If you are operating as a Professional Association, please provide:
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a current state issued Driver’s License, Military Identification Card, or state issued Identification Card,
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and the Social Security Number or Tax Identification Number used in the business.
If you are operating as a Partnership, please provide:
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the Tax Identification Number used in the business
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and your Partnership Agreement.
If your are operating as a Corporation, please provide:
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the Tax Identification Number used in the business,
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the Articles of Incorporation
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and an authorizing Corporate Resolution for the account. (We have the forms if you don’t.)
If you have any questions regarding the documentation you should bring, please give us a call at (915) 231-2500 or contact us (see below).
