SCAM ALERT! Several members have reported receiving a fraudulent call requesting personal or financial information. This is a scam. WESTconsin Credit Union will never contact you by phone, text message or email to ask you for your personal or financial information. Click here for more information and identity theft resources.

Account Opening Checklist

WESTconsin Credit Union strives to provide top service to our business members. We comply with State and Federal regulators to make sure your account is properly set up. This requires you to bring in specific documents when your account is opened. Required documents are listed below. These documents must be presented for us to open your account.

Deciding what type of business is required may be confusing. We encourage our business members to talk with their accountant or an attorney before they open an account. Information on business types can be found here and for our Minnesota members, here.

Information Required at Account Opening

Sole Proprietor, no hired employees

  • Business owner’s Social Security Number

Sole Proprietor, with one or more employees

  • Provide an EIN

Unincorporated Organization

  • Provide EIN

General Partnership

  • Partnership Agreement (must include list partners, name of business, date business started)
  • Provide EIN

Limited Liability Company (LLC)

  • Articles of Organization
  • Provide EIN

Limited Liability Partnership (LLP)

  • LLP Registration Statement
  • Provide EIN

Limited Partnership (LP)

  • Certificate of Limited Partnership
  • Provide EIN

Corporation

  • Articles of Incorporation
  • Provide EIN

Wisconsin Non Stock Corporation

  • Articles of Incorporation
  • Provide EIN

Minnesota Non Profit Corporation

  • Articles of Incorporation
  • Provide EIN

Business documents can be obtained from:

www.wdfi.org | Wisconsin residents
www.sos.state.mn.us | Minnesota residents
www.irs.gov | EIN–Employer Identification Number

Please contact WESTconsin Credit Union with questions and to schedule your appointment. We look forward to serving you!

WESTconsin Credit Union Notification:

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