We only offer two types of business accounts at Columbia Credit Union. To make the opening easier, here is a list of what we will need to open the different types of business accounts.

DBA/Sole Proprietorship

  • Verification of valid Fictitious Name Registration (if other than member’s own name)

  • 60 days of previous business bank statements (if business is new, 60 days of personal bank checking statements)

  • Certification of Tax ID or Social Security Number

  • Business license/Sales Tax Certificate/Seller’s Permit (may be optional in some cities or counties)

  • Appropriate identification for all signers

  • Signatures of all authorized signers (must sign in person or have their signature notarized on the signature card)

Organizational/Club

  • Certified copy of resolution

  • Management Agreement

  • Articles of Incorporation if incorporated

  • Certificate of Good Standing if not incorporated

  • By-Laws (must include statement confirming non-profit status in accordance with IRS code)

  • 60 days of previous business bank statements

  • Certification of Tax ID

  • Signatures of all authorized signers (must sign in person or have their signature notarized on the signature card)