BUSINESS MEMBERSHIP AND ACCOUNT AGREEMENT 2025

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  1. Click ‘Get Form’ to open the BUSINESS MEMBERSHIP AND ACCOUNT AGREEMENT in the editor.
  2. Begin by filling out the 'Account Owner' section, ensuring you provide accurate business details as this identifies your organization.
  3. In the 'Membership Eligibility' section, confirm that you meet all requirements and authorize any necessary background checks for verification.
  4. Designate 'Authorized Persons' who will manage the account. Clearly list their names and roles to ensure proper access and authority.
  5. Review the 'Account Access' options. Specify how funds can be accessed and ensure all authorized individuals understand their responsibilities.
  6. Complete sections regarding deposits, electronic funds transfers, and transaction limitations. Make sure to follow guidelines for endorsements and payment orders.
  7. Finally, review all information for accuracy before signing. Utilize our platform’s features to save or share the completed agreement as needed.

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