1. STEPS TO OPENING A CHURCH BANK ACCOUNT

2. STEP 1
ITEMS NEEDED
1. Church Resolution letter on church letterhead authorizing opening of
the account and designated signers
2. EIN number (complete SS-4 form)
c3 exemption letter or other proof of non-profit (obtain from conference)
4. Photo ID for all signers
5. List of officers
6. Initial deposit

3. STEP 2
Call 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 3
Conduct 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 to
open the account.



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



8. STEP 7
Meet at the bank and open the account