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Sole Proprietorship Social security number of the owner OR Business EIN confirmation letter from the IRS or SSN Limited Liability Company (LLC) Business EIN Confirmation Letter from the IRS Articles of Organization filed with the KS Secretary of State *Sole Member LLC’s may use the SSN for the individual Corporation Business EIN confirmation letter from the IRS Articles of Incorporation filed with the KS Secretary of State Professional Association Business EIN confirmation letter from the IRS Articles of Incorporation filed with the KS Secretary of State General Partnership Business EIN Confirmation letter from the IRS Limited Partnership Business EIN Confirmation letter from the IRS (LP) Certificate of Limited Partnership filed with the KS Secretary of State Limited Liability Partnership (LLP) Business EIN Confirmation letter from the IRS KS LLP Statement of Qualification filed with the KS Secretary of State Welcome to Meritrust We look forward to partnering with you! Our promise to you is to always offer convenience and flexibility, because we know as a business owner, time is money. Please use the following checklist to gather up your required business documents ahead of time to help make your trip to the branch quick and easy. Become a Business Member Before you get started, it’s important to know Meritrust is a member-owned, not-for-profit financial cooperative. To establish membership, you’ll need to open and maintain a minimum deposit of $25 in your Business Membership Savings account – your share of ownership in the credit union. When you open an account with us, you’re becoming more than a member, you’re becoming an owner! Already a member? Great! We require any individual with accounts be in good standing with Meritrust. The checklist below will help you gather the documents you’ll need to open a business account. Some accounts and situations are more complex, so we may require additional paperwork after learning more about your business. Non-Expired Government issued Photo ID for each Account Officer and Authorized Signer Some items we will always need. Those include: Checklist of documents based on your business type: Document Checklist:

Business Account Checklist - Home | Meritrust Credit … use the following checklist to gather up your ... • Online and mobile banking with bill pay ... • Merchant card processing

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Sole Proprietorship

Social security number of the owner

ORBusiness EIN confirmation letter from the IRS or SSN

Limited Liability Company (LLC)

Business EIN Confirmation Letter from the IRSArticles of Organization filed with the KS Secretary of State*Sole Member LLC’s may use the SSN for the individual

Corporation

Business EIN confirmation letter from the IRS

Articles of Incorporation filed with the KS Secretary of State

Professional Association

Business EIN confirmation letter from the IRS

Articles of Incorporation filed with the KS Secretary of State

General Partnership

Business EIN Confirmation letter from the IRS

Limited Partnership

Business EIN Confirmation letter from the IRS

(LP) Certificate of Limited Partnership filed with the KS Secretary of State

Limited Liability Partnership (LLP)

Business EIN Confirmation letter from the IRS

KS LLP Statement of Qualification filed with the KS Secretary of State

Corporation (S or C Corp)

Business EIN confirmation letter from IRS or SSN

Articles of Incorporation/Organization

Certificate of Good Standing

Informal Association or Club/Non-Pro�t Organization

Meeting minutes reflecting elected authorized signers or a letter signed by the president on letterhead authorizing the establishment of the account and respective signers

Bylaws or Charter – For association, if name includes “Inc.” For-profit or non-profit, it is classified as a Corporation.

Welcome to Meritrust

We look forward to partnering with you! Our promise to you is to always o�er convenience and flexibility, because we know as a business owner, time is money. Please use the following checklist to gather up your required business documents ahead of time to help make your trip to the branch quick and easy.

Become a Business MemberBefore you get started, it’s important to know Meritrust is a member-owned, not-for-profit financial cooperative. To establish membership, you’ll need to open and maintain a minimum deposit of $25 in your Business Membership Savings account – your share of ownership in the credit union. When you open an account with us, you’re becoming more than a member, you’re becoming an owner!

Already a member? Great! We require any individual with accounts be in good standing with Meritrust.

The checklist below will help you gather the documents you’ll need to open a business account. Some accounts and situations are more complex, so we may require additional paperwork after learning more about your business.

Non-Expired Government issued Photo ID for each Account O�cer and Authorized Signer

Some items we will always need. Those include:

Checklist of documents based on your business type:

Document Checklist:

Time to Experience the Meritrust Di�erence

We know you’ll find that Meritrust is a great place to start your business! We have benefits, products and services that will save you time and give you peace of mind. We look forward to learning about your business needs.

Meritrust is here to help.We o�er 15 convenient branch locations to help your business thrive. Our partnership with the CO-OP ATM network provides you with the convenience of nearly 30,000 surcharge-free ATMs nationwide for access to your money even when traveling. Plus, we have more than 5,000 branches nationwide through our Shared Branching Network, giving you the opportunity to complete transactions just as if you were at your local Meritrust branch.

Join today!Stop by your nearest Meritrust location, call or email your questions! We’re ready and happy to help you get your new account, loan or service set up.

• Business eDeposit

• 24/7 online banking

• 24/7 Call-24 automated phone banking

• Online and mobile banking with bill pay

• Business debit card

• Business checks

• Business deposit slips

• Deposit stamp

• Overdraft protection

• QuickBooks

• Merchant card processing solutions

• Business credit card

• Wire transfer

• Printed or e-statements

• Lines of credit

• Small Business loans

• Commercial real estate loans

• Term loans

• 24/7 deposits at eATM and ITMs

Meritrust Business Services316.252.8075

[email protected] insured by NCUA.

Check our some of our products and services!