Business Checking

You’ll need to bring these documents:

• SSN or EIN
• If DBA is requested: Certificate of Fact of Trade Name or Statement of Trade Name of a Reporting Entity 
• Copy of valid photo ID per signer

These are general requirements, and your banker may require additional documentation. Additional Elevations-provided forms are also required at account opening.

You’ll need to bring these documents:

• SSN or EIN
• Articles of Organization
• Operating Agreement (optional)
• If DBA is requested: Certificate of Fact of Trade Name or Statement of Trade Name of a Reporting Entity 
• Copy of valid photo ID per signer

These are general requirements, and your banker may require additional documentation. Additional Elevations-provided forms are also required at account opening.

You’ll need these documents:

• EIN
• Articles of Organization
• Operating Agreement
• Authorized signer documentation (ex., current meeting minutes, board resolution, or other acceptable documentation, unless authority is clear from other documents provided)
• Copy of valid photo ID per signer

These are general requirements, and your banker may require additional documentation. Additional Elevations-provided forms are also required at account opening.

You'll need these documents:

• EIN
• Articles of Incorporation
• Bylaws
• Authorized signer documentation (i.e., current meeting minutes, board resolution, or other acceptable documentation, unless authority is clear from other documents provided)

These are general requirements, and your banker may require additional documentation. Additional Elevations-provided forms are also required at account opening.

You’ll need these documents:

• EIN
• Articles of Incorporation
• Bylaws
• Authorized signer documentation (ex., current meeting minutes, board resolution, or other acceptable documentation, unless authority is clear from other documents provided)
• Copy of valid photo ID per signer

These are general requirements, and your banker may require additional documentation. Additional Elevations-provided forms are also required at account opening.

Person-to-person transfer options like Zelle®, Venmo, and PayPal let you send and receive money anytime, anywhere. These services are designed for paying friends and family — people you know and trust.

Common transfer options.

• Zelle: Elevations does not support Zelle.
• Venmo: Download the Venmo mobile app, and then follow the steps to enroll with your Elevations account information. You may choose to link a debit card, checking account, savings account, credit card, and more to make payments with Venmo. Learn more.
• PayPal: Download the PayPal mobile app. By following the instructions, you’ll be able to link your credit card, debit card, or checking or savings account. This will provide you with another way to make payments or send money with PayPal. Learn more.

For ways to protect yourself, please review the Consumer Financial Protection Bureau’s article: Helpful tips for using mobile payments services and avoiding risky mistakes. Be sure to read through any agreements and disclosures provided by your transfer service.