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Altabank
Online Banking Access

Business Banking Switch Kit

Welcome to Altabank! We are so glad you are here. You’ve made a smart choice, and we have banking experts who are committed to making sure you feel confident every step of the way. Your banker is here to help you settle in, feel at home, and start enjoying all the benefits of banking with Altabank.
 
Switch Kit Steps
 
Required Documents

LLC

  • Tax Identification Number – An Employer Identification Number (EIN) is required; Single Member LLCs may use SSN or EIN
  • Active Status with the Secretary of State (BES)
  • If applicable-Assumed Name Certificate – BES if business is operating with a DBA (Doing Business As)
  • Articles of Organization or Certificate of Organization
    • Authorized titles listed in the Articles are Member or Manager
      • If more than one Member/Manager is listed, two individuals must certify the banking resolution
  • If State registration and/or Articles of Organization does not state the accepted officers, one of the following is also required:
    • Certified Amendment to the Articles of Organization or Certificate of Organization
    • Operating Agreement listing Members/Managers
    • Statement of Authority 

 

CORPORATION
  • Tax Identification Number – An Employer Identification Number (EIN) is required
  • Active Status with the Secretary of State (BES)
  • If applicable-Assumed Name Certificate – BES if business is operating with a DBA (Doing Business As)
  • Articles of Incorporation
    • Authorized titles listed in the Articles are President, Secretary, Treasurer or Vice President
      • If more than one authorized individual is listed, two individuals must certify the banking resolution
If State registration and/or Articles of Incorporation does not state the accepted officers, one of the following is also required:
  • Certified Amendment to the Articles of Incorporation
  • Corporate Bylaws
  • Meeting Minutes 

 

SOLE PROPRIETOR
  • Tax Identification Number – An Employer Identification Number (EIN) – If applicable
  • Active Status with the Secretary of State (BES)
  • If State registration does not list the Sole Proprietor as the applicant, the following is also required:
    • Assumed Name or Trade Name Certificate

PARTNERSHIP
  • Tax Identification Number – An Employer Identification Number (EIN) is required
  • Active Status with the Secretary of State (BES)
  • If applicable-Assumed Name Certificate – BES if business is operating with a DBA (Doing Business As)
  • Partnership Agreement
    • General or Managing Partners are the authorized partners, two individuals must certify the banking resolution

ASSOCIATION/ORGANIZATION/LODGE
  • Tax Identification Number – An Employer Identification Number (EIN) is required
  • Meeting Minutes is required
The following may also be provided:
  • Constitution, Bylaws or Charter
 
 
Download a list of required documents here.