Print | Email

tcm:9-57727

Documents Required to Open a Business Account 

The lists below include the documents generally required when opening a new business deposit account for various business ownership types in California, Oregon and Washington. Please bring the relevant documents with you when visiting a Union Bank office to open your new account, along with the business Tax Identification Number and a valid Driver’s License or other state ID. Additional documents beyond those listed may be required in certain circumstances.

California Required Documents
Oregon Required Documents
Washington Required Documents


 
California
Business Ownership Type Required Documents
Sole Proprietor or General Partnership
  • Partnership Agreement, as applicable
  • Fictitious Business Name Statement and Proof of Publication, as applicable
Limited Partnership
  • Certificate of Limited Partnership
  • Amended Certificate(s) of Limited Partnership, as applicable
  • Fictitious Business Name Statement and Proof of Publication, as applicable
Limited Liability Partnership
  • Certificate of Registration of LLP
  • Amendment to Registration of LLP, as applicable
  • Fictitious Business Name Statement and Proof of Publication, as applicable
Limited Liability Company
  • Articles of Organization
  • Statement of Information
  • If Statement of Information is unavailable, copy of title page, Management section and Signature page(s) from Operating Agreement
  • Amendment to Articles of Organization, as applicable
  • Fictitious Business Name Statement and Proof of Publication, as applicable
Corporation
  • Articles of Incorporation
  • Fictitious Business Name Statement and Proof of Publication, as applicable
Return to the top

 
Oregon
Business Ownership Type Required Documents
Sole Proprietor or General Partnership
  • Partnership Agreement, as applicable
  • Assumed Business Name Registration and Proof of Publication, as applicable
Limited Partnership
  • Certificate of Limited Partnership
  • Amended Certificate(s) of Limited Partnership, as applicable
  • Assumed Business Name Registration and Proof of Publication, as applicable
Limited Liability Partnership
  • One of the following:
    • Articles of Organization
    • Certificate of Organization
    • Certificate of Existence
  • Application for LLP Registration
  • Amendment to the Certificate of Registration, as applicable
  • Assumed Business Name Registration and Proof of Publication, as applicable
Limited Liability Company
  • Limited Liability Articles of Organization (Certificate of Existence) Form 151
  • Copy of title page, Management section and Signature page(s) from Operating Agreement
  • If Amendments to existing LLC registration, Operating Agreement, or a copy of Annual Report
  • Assumed Business Name Registration and Proof of Publication, as applicable
Corporation
  • Articles of Incorporation
  • Assumed Business Name Registration and Proof of Publication, as applicable
Return to the top

 
Washington
Business Ownership Type Required Documents
Sole Proprietor or General Partnership
  • Partnership Agreement, as applicable
  • Trade Name Registration and Proof of Publication, as applicable
Limited Partnership
  • Certificate of Limited Partnership
  • Amended Certificate(s) of Limited Partnership, as applicable
  • Trade Name Registration and Proof of Publication, as applicable
Limited Liability Partnership
  • Application for LLP Registration
  • Amendment to the Certificate of Registration, as applicable
  • Trade Name Registration and Proof of Publication, as applicable
Limited Liability Company
  • Certificate of Formation
  • Copy of title page, Management section and Signature page(s) from Operating Agreement
  • If Amendments to existing LLC registration, Operating Agreement, or a copy of Annual Report
  • Trade Name Registration and Proof of Publication, as applicable
Corporation
  • Articles of Incorporation
  • Trade Name Registration and Proof of Publication, as applicable
Return to the top
tcm:9-41475
Get Started Now
Account

Online Banking

Sign Up
Phone

Call Us
1-866-876-7065, option 1

Location