Complete the Personal Account Questionnaire below.
You will be contacted, or you can bring the items listed below to your preferred OSB location.
Personal Account Questionnaire
the following will be required for all owners on account
Government issued photo ID
Date of birth
Social Security Number/Tax Identification number
Proof of address (if the address is not on your Photo ID)
Opening deposit of $100
Business Accounts
Complete the Business Account Questionnaire below.
You will be contacted, or you can bring the items listed below to your preferred OSB location.
business Account Questionnaire
THE FOLLOWING WILL BE REQUIRED FOR ALL ACCOUNT SIGNERS, OWNERS AND CONTROL PERSON:
Business Documentation such as Tax Id letter, Articles of Incorporation, Secretary of State Certification
Business Tax ID number (EIN)
Business physical address
Name of control person
Names of all business owners with at least 25% ownership
Opening deposit of $500
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