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Business Pre-Application Form

Account Requirements:

  • Employer Identification Number (EIN)
  • Certificate of Filing (registered in Texas)
  • Organizational Meeting Minutes, operating agreement
  • 1 valid form of identification for all shareholders who own 25% or more of the company
  • 1 current valid form of identification (i.e. government issued photo ID, driver’s license, state ID)
  • In some cases, a proof of address (water bill, light bill, home telephone number or lease agreement)

Legal documentation varies for type of business. For a full listing per business type, please visit this page.

Vantage Contact

Business Information

Beneficial Ownership

(list each individual that has 25% or more ownership of your business if domestic and 10% if foreign)

Individual 1

Customer Information

Signer 1

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Anticipated Monthly Transactions

List any banks you do business with:

Bank 1
Transaction 1

Information of Incoming Funds

Resource 1

Information of Outcoming Funds/Payments

Person 1

Upload your passport, driver's license, or any other type of document here. (The only acceptable file types are images, .PDF and .DOCX).