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Quick Start Account Opening

Interested in saving time? Complete the below information to start the account opening process. The account is not open until you set up an appointment to come into the bank to complete the final process.

The following is required for all signers on all account types:

  • Valid Government Issued ID (copies must be notarized)
  • Proof of Residence (If current address does not match)
  • Social Security Number

Fiduciary Account

  • Rep Payee Confirmation from Social Security or Conservator Court Documents

Trust

  • IRS Confirmation Letter (for Irrevocable Trusts only)
  • Trust Documents 

Estate

  • IRS Confirmation Letter
  • Estate Documents

The following is required for all signers on all account types:

  • Valid Government Issued ID (copies must be notarized)
  • Proof of Residence (If current address does not match)
  • Social Security Number

The following is required for all business owners:

  • Copy of a Valid Government Issued ID
  • Social Security Number

 Sole Proprietor Business Account

  • IRS Confirmation Letter
  • Certified State Registration

Corporation or Limited Liability Company

  • IRS Confirmation Letter
  • Certified State Registration (if operated with a DBA)
  • Articles of Incorporation
  • Franchise Agreement (if applicable)

Association/Organization

  • IRS Confirmation Letter
  • Meeting Minutes or Authorization Statement
  • 501c3 (if applicable)

Partnership

  • IRS Confirmation Letter
  • Partnership Agreement (if applicable)

Campaign

  • IRS Confirmation Letter
  • Letter of Intent

Customer Information

Personal Account Information
Account Filling Type
Secondary Owner Personal Information
Accounts and Services