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My lodge is trying to set up a bank account and want to make sure we have the proper documents. We have a fictitious name and an EIN. We want to know what else is required? We want our treasurer and secretary to have access to the account. Please advise what is needed.
February 22, 2017 01:13:07 PM
In reply to Earl, Jacksonville
Thanks for joining us here at TD Helps, Earl. We appreciate you looking to TD Bank for your banking needs and would be glad to help!
We are happy to inform you that you are able to open a business account using an EIN. We'd like to share with you some information on the different types of Small Business Accounts TD Bank offers. We invite you to check out: https://go.td.com/1lWgAhe for information. Also, we have a convenient Business Checking Selector Tool which will help recommend the account best for you, please check it out here: https://go.td.com/1lGeYmw.
Once you've decided on the right account for you, you must visit us at any local TD Store, during lobby hours. For TD Bank Store hours and locations near you, please check out: https://go.td.com/1nq31dc. If you'd like, before your visit, you can set up an appointment. You can give us a call at 855-278-8988 or complete this form: https://go.td.com/1z4dclm to receive a phone call from a Business Specialist who would be happy to set this up for you!
Please be sure to have a valid photo I.D. (Driver's License, Passport, Military I.D. etc.) and your Social Security number. Additionally, as documentation for business accounts varies by State, when opening a new business account we require paperwork that shows the different business entities that are linked to the same EIN number. We recommend contacting your preferred Store prior to visiting, to ensure you have all the documentation required with you when you stop in.
We hope this helps Earl! We look forward to seeing you soon.
Shanika A, Mount Laurel
February 22, 2017 01:13:37 PM