How do I open a business account with Milestones Federal Credit Union?

The following documents are needed at the time of account opening:

DBA / Sole Proprietor

• Individual/s photo ID

• IRS EIN Assignment Letter (if applicable)

Association/Organization (not for profit)

• Meeting Minutes (Secretary notes, indicates position titles and names)

• IRS EIN Assignment Letter

• Photo ID for all account signers

LLC (Limited Liability Company)

• Articles of Organization or Certificate of Formation

• IRS EIN Assignment Letter

• Beneficial Ownership Form

• Photo ID for all account signers/owners/controllers

Partnership

• Partnership Agreement

• IRS EIN Assignment Letter

• Beneficial Ownership Form

• Photo ID for all account signers/owners/controllers

Corporation (including Non-profit Corporations)

• Articles of Incorporation

• IRS EIN Assignment Letter

• Beneficial Ownership Form

• Photo ID for all account signers/owners/controllers

To open a Business account, visit us in person at 291 Pine St in Lewiston. 
If you have any questions, call 207-783-3991 or email memberservices@milestonesfcu.com.