Download Our Mobile App

Download Our Mobile App

Business Banking

Home » Business Banking » Business Banking

Introducing Bank-Free Business Banking


Teller fees for your business account, in-branch fees, Bill Pay fees. Sound familiar? Tired of paying fees to your bank and putting up with poor service? As a business owner, you now have an alternative.

Since 1961, Meriwest Credit Union has been helping thousands of credit union members in the San Francisco Bay Area and Tucson, Arizona, build a successful financial future. As a full-service financial institution, we extend the unique benefits of credit union membership to the business community with a full array of business deposit accounts, loans and services that you expect to find at any major bank.

Make the move to Meriwest Credit Union and avoid the high fees and prohibitive deposit requirements typical of most banks. Plus, Meriwest offers business owners something that traditional banks don't: dividends on business checking accounts, along with professional service and personal attention to help your business succeed.


Business Banking with Meriwest Credit Union offers:


So break free from your bank and partner with us. At Meriwest, it's not just business, it's personal.

For further details:

 

The first step to addressing your business banking needs is to call to speak with a Meriwest Business Banking representative. They will help you with a Business Account Application Agreement and Signature Card and anything else you may need.

Contact Information

Phone: (877) 637-4937

Meriwest Business Banking
Mailing Address
P.O. Box 530953 San Jose, CA 95153-5353


Business Account Requirements

Below is a list of documentation that is required, depending upon the type of account, when opening a business account at Meriwest Credit Union:

ALL Business Accounts MUST provide the following documents:

  • Business Account Application Agreement and Signature Card (available upon request)
  • ATM/Debit Card Request Form (if the business wants to order an ATM/Debit Card)

Sole Proprietorships

  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Beneficiary Designation Form (If owner chooses to designate)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

General Partnership

  • Partnership Agreement OR Letter of Authority (showing all officers and their authority)
  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

Foreign GP:

  • All of the above, PLUS
  • Statement by Foreign Partnership and Designation (LL-27)

Joint Venture

  • Joint Venture Agreement
  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

Limited Liability Company (LLC)

  • Articles of Organization (LLC-1), Plus any Amendments (LLC-2)
  • Online verification that LLC is still active
  • Operating Agreement
  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

Foreign GP:

  • All of the above, PLUS
  • Limited Liability Company Application for Registration (LLC-5)

Limited Partnership

  • Certificate of Limited Partnership (LP-1)
    OR Limited Partnership Agreement (showing all officers and their authority)
  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

Foreign GP:

  • All of the above, PLUS
  • Limited Partnership Application for Registration (LP-5)

Corporation

  • Articles of Incorporation
  • Online verification that corporation is still active
  • Statement of Information (SI-200-C) OR Letter of Authority OR Board Minutes (showing all officers and their authority)
  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

Foreign GP:

  • All of the above, PLUS
  • Statement and Designation by Foreign Corporation
  • Certificate of Qualification (with the State of California)

Unincorporated Association

  • Letter of Authority OR Board Minutes (showing all officers and their authority)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)

Limited Liability Partnership

  • LLP Agreement (showing all officers and their authority)
    OR Application to Register (LLP-1)
  • Fictitious Business Name Statement (FBNS) (if applicable)
  • Online Verification of FBNS (if applicable)
  • Identification on ALL signers – 2 forms of ID (primary and secondary)



Join Meriwest

Unlock the benefits of banking with Meriwest Credit Union

You can also call us at 877-MERIWEST (877) 637-4937

Join Meriwest