What do I need to open a business or nonprofit account?
Once you’ve decided that you’re ready to open a business or nonprofit account with OCCU we recommend that you review our:
Certification of Beneficial Owners (CBO).
Business Documentation Checklist (pg. 1).
Reviewing these will allow you to prepare all necessary documentation for account opening.
What can I do on my own before calling or visiting a branch to open an account?
Below are some steps that you can do on your own before opening a business or nonprofit checking account.
Review the Business Documentation Checklist, which is page one of the Certification of Beneficial Owners (CBO).
Review the CBO to ensure you have all necessary information.
Make sure the business is actively registered with the Secretary of State (if required).
Make sure you have your full EIN that was issued by the IRS (if required).
What are current business auto loan rates?
Business auto loan rates can vary. We recommend that you connect with our Member Business Services team to discuss auto loan lending options and rates.
How do I log into MyOCCU Online & Mobile for my business or nonprofit?
Enjoy having access to your business or nonprofit account wherever you are with MyOCCU Online & Mobile digital banking. You can register your account by following the steps outlined on our MyOCCU Online & Mobile enrollment page. To register your account, you will need your business member number, tax ID number and ZIP code.
I forgot my username or password for my MyOCCU Online & Mobile business account. How do I get access?
Forgot username:
Visit Forgot Username and select “Find my business/entity username."
You will need your member number, tax ID number and ZIP code.
You will be required to provide either the email address or verbal password associated with your business membership.
Forgot password:
Visit Forgot Password.
Agree to the Forgot Password Disclosure.
You will need your username, member number, business registry date and tax ID number.
