[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-282712-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-282712-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","business-account-checklist-4","Business Account Checklist - 4","","Business account documentation checklist for OKCU, detailing additional required materials by business type and activity. The list covers corporations, LLCs, nonprofit organizations/associations, partnerships, sole proprietorships, and state agency/public funds. Requirements include signed governance documents (articles/bylaws, resolutions, operating agreement, partnership agreement), employer identification number verification via IRS Form SS-4, and valid government photo ID plus Social Security Number for owners and authorized signers. 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If there is a DBA, include the Oklahoma Secretary of State trade name report.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What is required for an LLC to open a business account?",{"text":68,"@type":64},"An LLC must provide a signed operating agreement, IRS Form SS-4 for EIN verification, and valid government photo ID plus Social Security Number for owners and authorized signers. If there is a DBA, include the Oklahoma Secretary of State trade name report.",{"name":70,"@type":61,"acceptedAnswer":71},"What additional requirements apply to nonprofit organizations or associations?",{"text":72,"@type":64},"Nonprofits must submit signed bylaws or a charter, meeting minutes or a president-signed letter on letterhead authorizing account establishment and listing authorized signers, IRS Form SS-4, and valid government photo ID plus Social Security Number for owners and authorized signers. A 501(c)(3) determination letter is also required.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},282712,1790047224,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":22,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":4,"preview_page_count":4},34359740700684,"https://ap-avatar.wpscdn.com/avatar/1f400023980c374ae676?_k=1777273430885731487","| | | |\n| --- | --- | --- |\n| Thank you for your interest in choosing OKCU for your business account needs. Additional documents may be required based on specific business type or activity.\u003Cbr>Corporation\u003Cbr>􀂆 Articles of Incorporation or Bylaws (Non-Profit may utilize Charter)\u003Cbr>􀂆 Signed Corporate Resolution stating instructions to open account\u003Cbr>􀂆 Signed Meeting Minutes accepting the Corporate Resolution\u003Cbr>􀂆 IRS Form SS-4 (Employer Identification Number verification)\u003Cbr>􀂆 Valid government Photo ID and Social Security Number for all owners and authorized signers\u003Cbr>􀂆 If DBA, Oklahoma Secretary of State Trade Name Report\u003Cbr>Limited Liability Company (LLC)\u003Cbr>􀂆 Signed Operating Agreement\u003Cbr>􀂆 IRS Form SS-4 (Employer Identification Number verification)\u003Cbr>􀂆 Valid government Photo ID and Social Security Number for all owners and authorized signers\u003Cbr>􀂆 If DBA, Oklahoma Secretary of State Trade Name Report\u003Cbr>Non-Profit Organization/Association\u003Cbr>􀂆 Signed Bylaws or Charter\u003Cbr>􀂆 Meeting Minutes or Letter on letterhead signed by the president authorizing the establishment of account and listing the authorized signers\u003Cbr>􀂆 IRS Form SS-4 (Employer Identification Number verification)\u003Cbr>􀂆 Valid government Photo ID and Social Security Number for all owners and authorized signers\u003Cbr>􀂆 501(c)(3) Determination Letter\u003Cbr>Partnership (General, Limited Liability-LLP or Limited-LP)\u003Cbr>􀂆 Signed Partnership Agreement listing names of partners\u003Cbr>􀂆 IRS Form SS-4 (Employer Identification Number verification)\u003Cbr>􀂆 Valid government Photo ID and Social Security Number for all owners and authorized signers\u003Cbr>􀂆 If DBA, Oklahoma Secretary of State Trade Name Report\u003Cbr>Sole Proprietorship\u003Cbr>􀂆 IRS Form SS-4 (Employer Identification Number verification)\u003Cbr>􀂆 Valid government Photo ID and Social Security Number for all owners and authorized signers\u003Cbr>􀂆 If DBA, Oklahoma Secretary of State Trade Name Report |  |  |\n| State Agency/Public Funds\u003Cbr>􀂆 Request for Proposal from the Oklahoma State Treasurer or Deputy Treasurer\u003Cbr>􀂆 Three-digit agency code from the Office if Management and Enterprise Services\u003Cbr>􀂆 IRS Form SS-4 (Employer Identification Number verification)\u003Cbr>􀂆 Valid government Photo ID and Social Security Number for all owners and authorized signers\u003Cbr>For more details, visit [okcu.org](okcu.org) or call 405.606.6528 or 877.677.6528.\u003Cbr>Revised August 2023\u003Cbr>\u003Cbr>|  |  |","cbCaiqJ5myGS3gKZ","https://ap.wps.com/l/cbCaiqJ5myGS3gKZ","pdf",106619,"English","# Business Account Documentation Checklist\n## Corporation\n## Limited Liability Company (LLC)\n## Non-Profit Organization/Association\n## Partnership\n## Sole Proprietorship\n## State Agency/Public Funds","[{\"question\":\"What documents are required to open a corporate business account at OKCU?\",\"answer\":\"OKCU requires articles of incorporation or bylaws, a signed corporate resolution with instructions to open the account, signed meeting minutes accepting the resolution, IRS Form SS-4, and valid government photo ID plus Social Security Number for all owners and authorized signers. If there is a DBA, include the Oklahoma Secretary of State trade name report.\"},{\"question\":\"What is required for an LLC to open a business account?\",\"answer\":\"An LLC must provide a signed operating agreement, IRS Form SS-4 for EIN verification, and valid government photo ID plus Social Security Number for owners and authorized signers. If there is a DBA, include the Oklahoma Secretary of State trade name report.\"},{\"question\":\"What additional requirements apply to nonprofit organizations or associations?\",\"answer\":\"Nonprofits must submit signed bylaws or a charter, meeting minutes or a president-signed letter on letterhead authorizing account establishment and listing authorized signers, IRS Form SS-4, and valid government photo ID plus Social Security Number for owners and authorized signers. A 501(c)(3) determination letter is also required.\"}]","Business Account Checklist - 4 | PDF",1789580671]