Required Documents for Business Membership

Ready to open a business membership?
Here’s what you need!

We’re thrilled that you’ve decided to bring your business to Discovery!

Let’s get you started with a list of the documentation you’ll need to open a business membership. Then you can make an appointment at our Wyomissing Branch to get you set up.

Sole Proprietorship
  • SSN of owner (Only if there are no employees)
  • EIN (using EIN should have the letter from IRS assigning the business the number)
  • Fictitous Name Certificate (must have if their full name is not in the title of the business)
Partnerships
  • EIN for the Partnership- letter from IRS assigning the business the number
  • Fictitous Name Certificate
  • Certified Copy of the Partnership Agreement
  • Business Resolution (if business owner provides one, not needed)
Limited Liabilty Company (LLC)
  • EIN for the LLC- letter from the IRS assigning the LLC the number (if it is owned by one person a social can be used)
  • Fictitous Name Certificate
  • Articles of Organization
  • Business Resolution (if business owner provides one, not needed)
Corporation
  • EIN letter from the IRS assigning the corporation a number
  • Articles of Incorporation
  • Business Resolution (if business owner provides one, not needed)
Nonprofit Corporation
  • EIN for non profit letter from IRS assigning the non profits number
  • Articles of Incorporation
  • Business Resolution (if business owner provides one, not needed)
Nonprofit/Unincorporated Associations
  • EIN for assocation letter from IRS assigning the assn. the number
  • A copy of the By-laws, Charter or Minutes naming the officers, representatives or individuals able to conduct banking business on behalf of the association.
Clubs/Non Registered Organizations
  • EIN for the sponsoring organization along with a letter from the organization stating the club/organization is authorized to use the EIN
  • If there is no EIN available the individual opening the account may use their social security number.
  • Minutes from a recent meeting outlining officers of the club/org. These minutes must also contain who may conduct banking business on behalf of the club/org
  • Club/Organization location must fall within our field of membership

This information is to be viewed as a guide and is subject to change at any time.

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