2STEP 1ITEMS NEEDED1. Church Resolution letter on church letterhead authorizing opening ofthe account and designated signers2. EIN number (complete SS-4 form)c3 exemption letter or other proof of non-profit (obtain from conference)4. Photo ID for all signers5. List of officers6. Initial deposit
3STEP 2Call or visit the websites of local banks to obtain information about the types of accounts they open for churches or non-profits. Be sure to obtain information about monthly fees, interest rates, and any other pertinent information.
4STEP 3Conduct a meeting with the church’s decision-making body (church board). Present the findings, and vote upon a course of action.Decide who will sign for the account during the meeting.Plan a day and time when all signers can travel to the bank toopen the account.
5STEP 4Gather necessary documentation, such as the church's EIN number as well as the 501c3 tax-exempt status certificate to prove the non-profit's existence. All signers may be asked for photo identification, so be sure to advise them all to bring one along.
6STEP 5Prepare a Resolution on the church's letterhead listing the officers of the church by name and position. Bring it along in case it is needed.
7STEP 6Gather the funds for the initial deposit. Be sure to inquire with the bank for the necessary amount.