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)