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OPEN AN ACCOUNT
We are pleased that you have chosen to open an account with
us! We have tried to make the process as simple as possible. All
you need is a printer, a pen, and, of course, a check!
Before you start, we want to be sure you know some
Important Information about Procedures for Opening a New Account:
To help the government fight the funding of terrorism and money
laundering activities, Federal law requires all financial
institutions to obtain, verify, and record information that
identifies each person who opens an account. What this means for
you: When you open an account, we will ask for your name, address,
date of birth, and other information that will allow us to identify
you. We will also ask to see your driver’s license or other
identifying documents.
Step 1. Select
the type of account that you want to open. This will open an
account agreement that can be completed right on your computer, or
you may print it out and complete it by hand.
Step 2: Fill in all information for each owner or signer.
Business owners will need to complete the resolution applicable
to your type of business. If you have any questions, please
contact our office at 1-866-862-3878.
Step 3: Have each owner or signer sign in the appropriate
signature box, and be sure the business resolution is signed by
an authorized representative.
Step 4: Make a photocopy of each signer’s driver’s license or
U.S. Passport. If you are a business, please make a copy of the
documents that evidence the existence of your company.
Step 5:
Bring the signed account agreement, the identification and any
business documentation necessary, and the check you want to
deposit to your local Beach Business Bank office and a Client Service Representative will be happy to assist you in completing the account opening process. |
That's it! We will establish your account and confirm how you want your checks ordered.
If you have any questions, please call our office toll-free at 1-866-862-3878 and ask to speak with a Client Services Representative about setting up a new account.
Thank you for your confidence in us, and we look forward to doing business with you. |
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