Forms & Applications

When you’re ready to open your business account, this list will help you gather the documents you need to bring in to any of our branches. Adobe Acrobat Reader is needed to view and print these items. If you're not able to download and print the forms successfully, call Business Services at 804-323-6800 or send us an email, and we'll be glad to assist you.

Business Membership Package

Complete these forms or visit the nearest branch to open a membership or new account.

Business Loan & Credit Card Applications

When you apply for a business loan or business credit card, we will ask for the last two years worth of tax returns for the business and your personal tax returns.

In addition to the Business Membership Package, each of the following types of businesses require additional documentation.

Completed and signed Business Membership Package
Employer Identification Number (EIN) confirmation letter from the IRS
Business License, if available
Certificate of Fictitious/Assumed name, if applicable

Download the Sole Proprietorship checklist

Completed and signed Business Membership Package
Certification of Beneficial Ownership form
Partnership agreement
Employer Identification Number (EIN) from the IRS
Business License, if available
Copy of the Certificate of Partnership, if applicable
Copy of the SCC registration, if registered with the SCC
Certificate of Fictitious/Assumed name, if applicable

Download the Partnership checklist

Completed and signed Business Membership Package
Certification of Beneficial Ownership form
Articles of Organization
Minutes of last meeting signed by the Association/Organization’s officer(s)
Employer Identification Number (EIN) from the IRS
Authorization to act on behalf of Association/Organization

Download the Unincorporated checklist

Completed and signed Business Membership Package
Certification of Beneficial Ownership form
Articles of Incorporation
Copy of the SCC registration
Employer Identification Number (EIN) from the IRS
Bylaws, if available
Business License, if available
Certificate of Fictitious/Assumed name, if applicable

Download the Corporation checklist

Completed and signed Business Membership Package
Certification of Beneficial Ownership form
Articles of Organization or Operating Agreement
Copy of the SCC registration
Employer Identification Number (EIN) from the IRS
Business License, if available
Certificate of Fictitious/Assumed name, if applicable

Download the LLC checklist

Completed and signed Business Membership Package
Certification of Beneficial Ownership form
Employer Identification Number (EIN) from the IRS
Articles of Incorporation
501-C IRS Documentation
Copy of the SCC registration

Download the Incorporated checklist