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I have been a TD regular checking account customer for about 2 years, and now want to open a simple business checking account, for a a new sole proprietorship, located in Queens NY.
Question: What do I need to bring to the bank besides a certified copy of my X-201 NYS business certificate, and my social security card?
Question: If necessary, do I need to bring in an EIN immediately? --- i ask this because it may take a while to obtain, (since I already have an EIN for a (different) S corporation and the rules apparently don’t allow a second speedy EIN done online). Therefore I will likely need to mail it in (or fax it,in) which will both take time.
Question: Is thatlack of an immediate EIN a problem in opening up the business checking account right now with TD? I am leaving for Europe on Monday for 2 weeks, and I would like to open the account before I leave.
Question: What other items do I need to bring when I come in, if any, and what is the cost for purchasing new checks- is there a free starter batch?
October 19, 2015 11:42:52 AM
In reply to Stan, Brooklyn
Good morning Stan,
Great to see you today and we're happy to hear that you'd like to continue growing your businesses with TD!
To answer your first question, typically, we would require your Tax Identification number at the time of account opening. If you're not able to obtain this immediately and would prefer to open the account without it, we recommend reaching out to your preferred TD Bank Store to discuss your situation with a Representative. They may be able to advise you of other options you currently have to get this started right away.
Also, depending on the type of Sole Proprietorship you may be opening and your registered State, the documents you may need can vary. For this reason, we also kindly ask that you find out about this when you contact your home Store. They'll be able to advise you of what you should bring with you before stopping in to establish your account.
Regarding checks, the cost can also vary depending on what you may select. While the first order isn't discounted or free, when you reach out to your local Store, they can certainly advise you if they'll be able to provide any starter checks to you at account opening.
We know that we weren't able to provide direct answers to your questions here, Stan, but we would like to offer some other assistance! We do have Business Banking Specialists available, who are happy to help via telephone at 855-278-8988. You can also request a call from a Specialist; please click here: http://bit.ly/K9iZ78 to fill in our form and we'll call you within 24 business hours. If you reach us here, we can certainly schedule you an appointment at your local Store to smooth out this process for you.
If you prefer to reach your Store directly, you can find their contact information including phone number and lobby hours, on this page: http://bit.ly/TDStores.
We hope this helps provide you some direction as you get started, Stan.
We wish you the best of luck with your new endeavor and we're excited to hear from you soon!
Kristen P, Mount Laurel
October 19, 2015 11:43:50 AM