Useful information to have on hand to reference as you fill in your application, include:

• Personal Identification (Social Security card, and/or personal tax return)
• Your business’s Articles of Ownership, Articles of Incorporation, business tax returns, proof of ownership, SS-4 Notification Letter, Assumed Name Statement and/or your current lease or Certificate of Occupancy.
• Up-to-date information about your business’s owners (ownership percentage, date of birth, Social Security number, address, etc.)

To complete the application you’ll need:


• Personal information (name, date of birth, Social Security Number, etc.)
• E-mail address and phone number
• U.S. address and owner establishment date (not a P.O. box)
• Legal name of business and type of business
• Business establishment date with signer's full name
• Tax ID number, ownership structure, number of employees
• Percent of ownership and annual gross revenue


Additional documentation may be required depending on business ownership structure. Ask your banker or branch associate for details.

• Certified Articles of Incorporation or
• Certificate of Good Standing or
• Certificate of Incorporation/ Formation/ Registration

AND

• IRS Form SS-4/ CP 575A or
• IRS Letter 147C

• Certified Articles of Incorporation or
• Certificate of Good Standing

AND

• IRS Form SS-4/ CP 575A or
• IRS Letter 147C

• Certified Articles of Incorporation or
• Certificate of Formation/ Registration or
• Certificate of Good Standing or
• Signed & Dated Operating Agreement

AND

• IRS Form SS-4/ CP 575A or
• IRS Letter 147C

• Operating Agreement for the Series LLC

AND

• Certified Certificate of Formation (Managing LLC)

AND

• IRS Form SS-4/ CP 575A or
• IRS Letter 147C

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

The SBB voice team is available from 8am - 11pm EST, Monday through Friday. Give us a call at 1-888-755-2172.

Use our location finder to find the branches closest to you and see their hours of operation.

Useful information to have on hand to reference as you fill in your application, include:

• Personal Identification (Social Security card, and/or personal tax return)
• Your business’s Articles of Ownership, Articles of Incorporation, business tax returns, proof of ownership, SS-4 Notification Letter, Assumed Name Statement and/or your current lease or Certificate of Occupancy.
• Up-to-date information about your business’s owners (ownership percentage, date of birth, Social Security number, address, etc.)

To complete the application you’ll need:

• Personal information (name, date of birth, Social Security Number, etc.)
• E-mail address and phone number
• U.S. address and owner establishment date (not a P.O. box)
• Legal name of business and type of business
• Business establishment date with signer's full name
• Tax ID number, ownership structure, number of employees
• Percent of ownership and annual gross revenue


Additional documentation may be required depending on business ownership structure. Ask a branch associate for details.