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We Understand That Opening a New Bank Account Can be a Confusing Process. Lighthouse Bank Representatives Are Here to Help!

Easily change your accounts from another financial institution to Lighthouse Bank. You’ll fill out a series of simple forms that will help collect all the documentation you need to complete the process of changing banks.

Our goal is to provide you with personalized service and guide you through the process to ensure your transition to Lighthouse Bank goes as smoothly as possible. To make the process easier, we’ve compiled the information needed to open an account. Being prepared with this information will help provide a quick and smooth account opening process.

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Opening a Business Account

What You Will Need to Bring to the Bank: 

Sole Proprietorship

  • Filed Fictitious Business Name Statement, if applicable
  • Taxpayer ID

Corporation

  • Certified copy of the Articles of Incorporation
  • If “DBA,” Filed Fictitious Business Name Statement
  • Name of Corporate Secretary
  • Taxpayer ID

Nonprofit Corporation

  • Certified copy of the Articles of Incorporation
  • If “DBA,” Filed Fictitious Business Name Statement
  • Name of Corporate Secretary
  • IRS Exemption Letter
  • Taxpayer ID

Limited Liability Company

  • Filed Articles of Organization (LLC-1)
  • Operating Agreement
  • If “DBA,” Filed Fictitious Business Name Statement
  • Taxpayer ID

Limited Partnership/Limited Liability Partnership

  • Certificate of Limited Partnership (LP-1 or LLP-1)
  • Partnership Agreement
  • If “DBA,” Filed Fictitious Business Name Statement
  • Taxpayer ID 

General Partnership

  • Filed Fictitious Business Name Statement
  • Partnership Agreement
  • Taxpayer ID

What Type of Product(s) Are You Interested In?

What Other Services May We Assist You With?

Other documents may be required depending on your individual situation. A good rule of thumb, help us get down to fingers and toes of beneficial owners. A good example is an LLC that is managed by another LLC and Trust, we would need copies of the Trust and the Operating Agreement of the LLC. All documents can be sent to the Bank prior to account opening to ensure an easy opening process.

Opening a Personal Account

What You Will Need to Bring to the Bank: 

Personal Accounts 

  • One form of Valid Primary Identification, such as:
    • Passport
    • Driver’s License
    • State Issued Identification card
  • One form of Valid Secondary Identification
    • A Major Credit Card, such as Visa, MasterCard or American Express
    • Credit Card issued by a well-known company
    • Student Identification Card 

Trust Accounts 

  • For each Trustee, Identification noted above.
  • Notarized Copy of Trust Agreement, or
  • Notarized Certification of Trust 

What Type of Product(s) Are You Interested In?

What Other Services May We Assist You With?

Other documents may be required depending on your individual situation.

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Make the Switch

Changing banks doesn't have to be complicated. Our switch kit gets you started in just a matter of minutes.

Download Switch Kit


“Switching banks can be overwhelming, but Lighthouse Bank made it easy!”

— Greg Pepping
Coastal Watershed Council

Lighthouse has been a partner of the Digital NEST since its inception. It has been a pleasure working with them and they have met all of our needs including easy access to Online Banking & Remote Deposit Capture.

Jacob Martinez
Digital NEST

Lighthouse Bank has been the perfect partner for our business. They helped us secure our loan and credit line to help pivot our business and set us up for success for years to come.

Spencer Joseph & Brandon Stewart
Caliber Truck Co

Starting a business is tough, but Lighthouse Bank’s SBA Lending Program ensured we had the capital we needed to succeed.

Chris Baca, Charles Jack, and Jared Truby
Cat & Cloud Coffee

It's fun to go to Lighthouse Bank! We're appreciated as individuals and as members of our shared community. We were happy to partner with them via a loan to solar power our business.

Rob & Kathleen Genco
Discretion Brewing

Banking with Lighthouse allows us to spend more time running our business and less time making trips to the bank!

Mary Ann & Mark Escobar
Escobar Diamonds

See all Testimonials