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What documentation will I need to provide to open a new business account?

The necessary documents depend on your business structure (e.g., LLC, Corporation, Sole Proprietorship, Nonprofit). In general, you will need:

  • Completed Business Membership & Account Card
  • Employer Identification Number (EIN)
  • Governing Documents (e.g., Articles of Incorporation/Organization, Partnership Agreement, Corporate Resolution)
  • Two forms of government-issued ID for all authorized signers (Driver’s License or State ID, and Social Security Card).

Trailhead Credit Union is a Portland-based, member-owned financial institution serving people who live or work in Multnomah County. We offer secure mobile banking, competitive checking accounts, and personalized support from a local team. Learn more about becoming a member here.

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