Required Business Account Documentation


Let’s get started on what you’ll need to open a business account!


Sole Proprietorship

  • Social Security Number of owner (If using EIN, provide IRS letter CP 575)
  • Washington Businesses – Business License; and Registered and active with Department of Revenue
  • Oregon Businesses – registered and Active ABN with Oregon Secretary of State

Limited Liability Company

  • IRS letter CP 575 granting EIN (Single Member LLC may use Social Security Number)
  • Operating Agreement (Not required if Single Member LLC or PLLC)
  • Meeting minutes if member authority is not defined in the Operating Agreement
  • Washington Businesses – Business License; and Registered and active with Department of Revenue
  • Oregon and Washington Businesses – Registered and Active with Secretary of State

Partnership

  • IRS letter CP 575 granting EIN
  • Partnership Agreement; and if applicable any amendments since origination
  • Meeting minutes if partner authority is not defined in partnership agreement
  • Washington Businesses – Business License; and Registered and active with Department of Revenue
  • Oregon and Washington Businesses – Registered and Active with Secretary of State

Corporation

  • IRS letter CP 575 granting EIN
  • Bylaws, Articles of Incorporation, and any amendments since origination if applicable
  • Meeting minutes or Corporate Resolution if officer authority is not defined in above documentation
  • Washington Businesses – Business License; and Registered and active with Department of Revenue
  • Oregon and Washington Businesses – Registered and Active with Secretary of State

Nonprofit Corporation

  • IRS letter CP 575 granting EIN
  • IRS letter awarding 501(c)(3) status, if applicable
  • Bylaws, Articles of Incorporation, and any amendments since origination if applicable
  • Meeting minutes or Corporate Resolution if officer authority is not defined in the above documentation
  • Oregon and Washington Businesses – Registered and active with Secretary of State

Informal Club / Organization (not registered with Secretary of State)

  • IRS letter CP 575 granting EIN
  • Meeting Minutes that include – Date of meeting, Attendees (include their positions if applicable), Club approval to open account at Red Canoe, Club agreement on the signers for the account, and must be signed.