When you’re ready to open your business account, this list will help you gather the documents you need to bring in to any of our branches. Adobe Acrobat Reader is needed to view and print these items. If you're not able to download and print the forms successfully, call Business Services at 800-285-6609 or send us an email, and we'll be glad to assist you.Business Membership PackageComplete these forms or visit the nearest branch to open a membership or new account.Business Membership ApplicationBusiness Account ApplicationAuthorization Designation FormNew Business Account WorksheetBusiness Loan & Credit Card ApplicationsWhen you apply for a business loan or business credit card, we will ask for the last two years worth of tax returns for the business and your personal tax returns.Business Loan ApplicationPersonal Financial StatementBusiness Debt ScheduleCredit Card AddendumIn addition to the Business Membership Package, each of the following types of businesses require additional documentation. Sole Proprietorship/DBA Completed and signed Business Membership Package Employer Identification Number (EIN) confirmation letter from the IRS Business License, if available Certificate of Fictitious/Assumed name, if applicable Download the Sole Proprietorship checklist Partnership Completed and signed Business Membership Package Certification of Beneficial Ownership form Partnership agreement Employer Identification Number (EIN) from the IRS Business License, if available Copy of the Certificate of Partnership, if applicable Copy of the SCC registration, if registered with the SCC Certificate of Fictitious/Assumed name, if applicable Download the Partnership checklist Unincorporated Organization Completed and signed Business Membership Package Certification of Beneficial Ownership form Articles of Organization Minutes of last meeting signed by the Association/Organization’s officer(s) Employer Identification Number (EIN) from the IRS Authorization to act on behalf of Association/Organization Download the Unincorporated checklist Corporation Completed and signed Business Membership Package Certification of Beneficial Ownership form Articles of Incorporation Copy of the SCC registration Employer Identification Number (EIN) from the IRS Bylaws, if available Business License, if available Certificate of Fictitious/Assumed name, if applicable Download the Corporation checklist Limited Liability Company (LLC) Completed and signed Business Membership Package Certification of Beneficial Ownership form Articles of Organization or Operating Agreement Copy of the SCC registration Employer Identification Number (EIN) from the IRS Business License, if available Certificate of Fictitious/Assumed name, if applicable Download the LLC checklist Incorporated Foundation Completed and signed Business Membership Package Certification of Beneficial Ownership form Employer Identification Number (EIN) from the IRS Articles of Incorporation 501-C IRS Documentation Copy of the SCC registration Download the Incorporated checklist