BUSINESS ACCOUNT SET UP FORM 2026

1. Click ‘Get Form’ to open the BUSINESS ACCOUNT SET UP FORM in the editor.
2. Begin by filling out the ACCOUNT INFORMATION section. Enter your Business Name and indicate if you are setting up a New Account or changing existing account information.
3. In the BUSINESS INFORMATION section, provide details such as the Legal Name of the Business Applicant, DBA (if applicable), and complete the address fields including Street Address, City, State, and Zip Code.
4. Next, fill in your Business Telephone Number, Website Address, and Federal Tax ID Number to ensure accurate identification of your business.
5. Proceed to LEGAL STATUS OF BUSINESS / DOCUMENT CHECKLIST. Select your business type (e.g., Corporation, Sole Proprietorship) and attach necessary documents like Articles of Incorporation or Business License as required.
6. Complete the SIGNER(S)' INFORMATION section for each signer. Include their Title, Name, SSN, and contact details. Ensure all fields are accurately filled out for compliance.
7. Finally, review all entered information for accuracy before submitting. Attach any additional required documents such as a copy of a California Driver's License or Social Security Card.

Start using our platform today to easily fill out your BUSINESS ACCOUNT SET UP FORM for free!