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Why do I need a letter of authorization?
In order to place services under a legal entity, we will need a company officer, managing member or formal partner to provide a list of the authorized personnel that will be allowed to make inquiries and changes on the account.
If your business has a management company as the authorized agent, we will require the first and last page of the management agreement.
Notification must be on company letterhead and can be mailed to: PO Box 53933, Station 3205, Phoenix, AZ 85072-3933, or fax to (602) 371-6165.
Why do I need a Federal Tax ID?
The Federal Tax ID is required to legally report interest earned on deposits. It also serves as account identification.
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