Business Requirements

A business is eligible for membership if the entity operates in California Coast's field of membership or the business is located within our field of membership. No matter what kind of business you have, we can provide you with products that are simple to use and which will maximize the value of your business. Visit one of our branches today to open your business account!

Required Documentation

California Coast Credit Union requires the appropriate documentation to open a business account. Use the chart below to determine which type of documentation is required for your business.

Type Of Business Required Documentation
Sole Proprietorship Filed copy of Fictitious Business Name Statement if owner's full name is not included in business name

Business License/Permit or Certificate of Payment of Business Tax
General Partnership Filed copy of Fictitious Business Name Statement

Partnership Agreement

Business License/Permit or Certificate of Payment of Business Tax
Limited Partnership Filed copy of Fictitious Business Name Statement

Filed copy of Certificate of Limited Partnership (Form LP-1)

Limited Partnership Agreement
Limited Liability Partnership Filed copy of Fictitious Business Name Statement

Filed copy of Registered Limited Liability Partnership Registration (Form LLP-1)

Operating Agreement
Limited Liability Company Filed copy of LLC Articles of Organization (Form LLC-1)

Statement of Information (Form LLC-12) dated within past 12 months or Operating Agreement
Association and Non-Profit Organization Organization's By-Laws

Appropriate "501(C)" documents if entity is tax-exempt

Board of Director minutes indicating authorized signers
Corporations Articles of Incorporation and any amendments (Must be stamped by the CA Secretary of State)

Recent Statement of Information (Must be filed with the CA Secretary of State) or Corporate Operating Agreement

Corporate Resolution (A statement on corporate letterhead identifying account signers)