Maintaining a business requires your constant attention. Legacy Bank strives to compliment your efforts by opening an account fast and easy. All forms for the account activation process are downloadable online to respect your time. Simply fill them out, collect your records and in one visit your commercial banking is established safely and securely.
Customer Information Profile
Our downloadable Customer Information Profile (CIP) form helps you collect necessary account information prior to your bank visit.
Gather Important Documents:
We use the Customer Information Profile form listed above to open your account. In addition, we may need additional information for your business. Please contact your local Legacy Bank Location to find out what additional documents you may need based on your business structure.
To serve you more efficiently an appointment is always recommended; however, it is not necessary. It's a private exchange between you and your customer service representative that allows us to analyze your needs and make sure you are selecting the account that best serves what you want to accomplish.
At Legacy Bank you will find we are always present. We know it's important for you to be able to walk up to any of our branches and have a forthright conversation about your needs and how we can be your partner in success.