2 STEP 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
3 STEP 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.
4 STEP 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.
5 STEP 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.
6 STEP 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.
7 STEP 6Gather the funds for the initial deposit. Be sure to inquire with the bank for the necessary amount.