Business Account Switch Kit

Account & Ownership

Signer

If you have additional Signers please add them using the controls below...

Documentation

Please provide the following documentation when opening your account.

SOLE PROPRIETORSHIPS/HUSBAND-WIFE DBA
LIMITED & LIMITED LIABILITY PARTNERSHIP (LLP)
CORPORATION
GENERAL / INFORMAL PARTNERSHIP
LIMITED LIABILITY COMPANY
UNINCORPORATED ASSOCIATION/ORGANIZATION
ATTORNEY CLIENT TRUST ACCOUNTS (IOLTA)

Bank Use Only

DOCUMENTATION FILED IN ANOTHER STATE/NATION - SEE SUPERVISOR FOR APPROVAL

ADDITION DOCUMENTATION WOULD BE REQUIRED:

  1. A CERTIFICATE OF GOOD STANDING (FROM THE STATE IN WHICH THE ENTITY FILED)
  2. ELIGIBILITY TO CONDUCT BUSINESS IN THE STATE OF CALIFORNIA

TYPES OF ACCOUNT(S)

  • Checking
  • Savings
  • Money Market
  • Certificate of Deposit
  • Loan/Line of Credit

TYPES OF SERVICE(S)

  • ACH
  • eDeposit
  • Positive Pay
  • Online Wires
  • Online Banking
  • Mobile Application
  • Debit Card (Visa®)
  • Credit Card (Visa®)
  • Merchant Card Services