Small Business Banking
Private Client Group
Personal Financial Services
For the quickest answer, search previously asked questions below. Chances are, others have asked a similar question and there's already an answer waiting for you. If you can't find a match, ask a new question and our team members will answer.
I have to open the following checking accounts
Limited Liability Company
2 - Irrevocable Trust
I don't want to spend hours at the bank. Can I get the forms before I go, fill them out and then get them to the bank so the paperwork is ready to sign when I go to the branch?
James, North Arlington, NJ
July 27, 2015 10:10:43 AM
In reply to James, North Arlington, NJ
We appreciate you making a stop at TD Helps, James. We'd be glad to help.
At this time, TD Bank does not offer a form that can be filled prior to visiting a TD Store to open an account. We apologize for any inconvenience this may cause. However, we'd be happy to help provide details on what may be needed to open an account with TD Bank.
There are a few things you'd need to bring with you to open a business checking account. If your business account is going to have multiple signers, be sure to bring them with you for the account opening process. Those who are going to be signers on the account need to bring the following documents: a valid photo I.D. (Driver's License, Passport, Military I.D. etc.) and Social Security number. For a non-resident alien opening a business account, you will need two valid forms of ID and a W-8Ben must be completed during the account opening process. Also, be sure to bring the Tax Identification Number for your business.
If you are looking to open an LLC, additional documents will be needed. One of the documents listed above is required for account opening but you can bring more than one if you desire: The documents used to form and register your business, the fictitious name registration or the Operating Agreement. Additionally, you will also need to bring documentation of your LLC Resolution.
If you are looking to open a Non-Profit Organization and it is Incorporated, please include the additional following information: State Website Report, Filed or Certified Business Formation Documents, or Certificate of Good Standing/Existence. Additionally, you will need to bring the Corporate Resolution documents. If your Non-Profit Organization is not Incorporated, no additional documentation is required for this account type.
Prior to visiting a Store, we recommend taking a look at the types of business accounts TD Bank has to offer. If you take a click here, http://bit.ly/1lWgAhe , the link shows the types of business checking accounts. As a feature on our webpage, TD bank can also help by recommending an account for your needs with the Business Checking Selector Tool, take a look here: http://bit.ly/1lGeYmw. If you have any questions while reviewing these options, a Business Banking Specialist would be happy to assist you over the telephone. You can reach them by dialing 855-278-8988.
Once you've decided on the right account for your needs, you can stop by your local TD Bank for assistance or contact us 24/7 at 888-751-9000 to schedule an appointment. You may also click here: http://bit.ly/SWDqsn to fill in a form to request a call form a Small Business Banking Specialist. For information on our lobby hours and locations please visit, http://bit.ly/TDStores.
Also, for more information on opening an irrevocable trust account, we ask that you visit your local TD Store for assistance. At each TD Bank Store, we have a Financial Service Representative for our Customers to discuss the financial needs and inquiry like yours.
Prior to visiting a Store, we suggest calling that location or our 24/7 Customer Service line at 888-751-9000 to set up an appointment, so our Financial Service Representative will be available upon your arrival.
We hope this helps and please let us know if you need anything else. Have a good one.
Yen D, Mount Laurel
July 27, 2015 10:13:44 AM