Q: How do I set up a business account at the credit union?
You can open a business account by visiting a local branch. Make sure to bring your Tax Identification Number and the following information with you:
- Personal information of all owners with 25% or greater share in business
- The Beneficial Ownership form has more details.
- Active registration in all states you do business in
- All company information
- The Depository Resolution form has more details.
- Personal information of all signers who will be on the account
- The Authorized Signer form has more details.