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Moving your business accounts to Chevy Chase Bank is easy! Because we value your business and want your account opening experience to be easy and convenient, we have provided the following information to help you prepare the documents you will need when you come to one of our hundreds of conveniently located branches. We also have included links to several forms you can print and fill out to make the transition to Chevy Chase Bank a smooth one.
 Step 1: Account Owner Information
When you come into a branch to open your business account you will need:
- Names listed on current accounts
- Street address (no post office box)
- Social Security Number and/or Tax Identification Number
- Date of birth
- Government photo ID (Drivers License, Passport, etc.)
Step 2: Entity Documentation
The entity documentation required will vary based on the type of business you own, as defined below. While we highly recommend that you provide this documentation at account opening, if some elements are not available, we will work with you to obtain these documents. However, if we do not receive the required documents within 30 days of account opening, your account will be subject to closure. You may go to these government Web sites for information on how to obtain entity documentation:
 Maryland Department of Assessments and Taxation
Virginia State Corporation Commission, Office of the Clerk
District of Columbia Department of Consumer and Regulatory Affairs
If you need to register your business, obtain information and register now. Simply select the state in which you wish to register.
Step 3: Forms
We have provided the following forms to make your account transition easier. Simply open the documents*, print and complete the information and follow the distribution instructions on the forms.
Step 4: Come into a Branch
Come in to any one of our hundreds of conveniently located branches and open your account.
Step 5: Access
After you open your account at Chevy Chase Bank, you can access your account information by:
If you have any questions, email us, call us at 1-877-987-4BIZ (4249) or visit a branch near you.
* To view and print the forms, you will need Adobe Acrobat Reader. To download a free copy, click on the image below:
Business Entity Documents
Sole Proprietor (ONE of these documents)
• Business License
• Trade Name Certificate
• Certificate of Good Standing
Corporation of Limited Liability Company (ONE of these documents)
• State Sealed Articles of Incorporation
• Corporate Charter
• Certificate of Good Standing
General Partnership (ONE of these documents)
• Original Partnership Agreement
• Recorded Certificate of Partnership
• Certificate of Good Standing
Limited Liability Partnership (ONE of these documents)
• Certificate of Limited Liability Partnership
• Certificate of Good Standing
Limited Partnership (ONE of these documents)
• Certificate of Limited Partnership
• Certificate of Good Standing
Non-Profit Organization
• IRS Determination Letter (Tax Exempt) AND one of the following:
> Organization Bylaws
> Certificate of Good Standing
> Or other documentation of organization
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