Business Membership

If you’re a current member of United Heritage, or if your Corporation, Sole Proprietorship, Limited Liability Company or Partnership is located in Bastrop, Bell, Blanco, Burnet, Caldwell, Hays, Lee, Milam, Travis, Williamson, Cherokee, Gregg, Henderson, Rusk, Smith, Upshur, Van Zandt or Wood counties, your business is eligible. In addition, membership is open to businesses anywhere in the state of Texas.

When you become a member of United Heritage Credit Union, you’re a member for life. Even if your business moves, you can continue to enjoy the services and features we have to offer.

To open a business account, bring the appropriate paperwork based on the business types listed below to a branch near you.

Required Paperwork by Business Type

Corporation

  • Certificate of Formation–filed with the Secretary of State
  • Minutes or letter from President authorizing the establishment of the account and respective signers
  • Foreign Corporation - Registration of a Foreign Corporation - filed with the Secretary of State
  • If operating under an Assumed Name - filed with the Secretary of State and County business is conducted in
  • EIN - Employer Identification Number issued by the IRS
  • State or Government issued photo identification for all account signers
  • Social Security Number for all account signers
  • Address Verification for all account signers
  • Physical address of principal place of business and, if different, a mailing address

General Partnership

  • Assumed Name Certificate - filed with county clerk in all counties that business is conducted in
  • EIN - Employer Identification Number issued by the IRS
  • State or Government issued photo identification for all account signers
  • Social Security Number for all account signers
  • Address Verification for all account signers
  • Physical address of place of business and, if different, a mailing address

Limited Liability Company

  • Certificate of Formation - filed with the Secretary of State
  • Foreign LLC - Registration of Foreign LLC filed with the Secretary of State
  • If operating under an Assumed Name - filed with the Secretary of State and the County in which they are conducting business
  • EIN - Employer Identification Number issued by the IRS
  • State or Government issued photo identification for all account signers
  • Social Security Number for all account signers
  • Address Verification for all account signers
  • Physical address of principal place of business and, if different, a mailing address

Limited Liability Partnership

  • Partnership Agreement - filed with the Secretary of State
  • Certificate of Formation - filed with the Secretary of State
  • Registration of Limited Liability Partnership - filed with the Secretary of State
  • Foreign LLPs - Registration of a Foreign Limited Liability Partnership - filed with the Secretary of State and filed with the county clerk in all counties that business is conducted in
  • EIN - Employer Identification Number issued by the IRS
  • State or Government issued photo identification for all account signers
  • Social Security Number for all account signers
  • Address Verification for all account signers
  • Physical address of principal place of business and, if different, a mailing address

Limited Partnership

  • Partnership Agreement (if available)
  • Certificate of Formation - filed with the Secretary of State
  • Foreign LLPs - Registration of a Foreign Limited Partnership - filed with the Secretary of State
  • If operating under an Assumed Name - filed with the Secretary of State and county clerk in all counties business is conducted in
  • EIN - Employer Identification Number issued by the IRS
  • State or Government issued photo identification for all account signers
  • Social Security Number for all account signers
  • Address Verification for all account signers
  • Physical address of place of business and, if different, a mailing address

Sole Proprietor

  • Assumed Name Certificate - filed with county clerk in all counties that business is conducted in
  • TIN - Tax Identification Number issued by the IRS such as Social Security Number of Employer Identification Number
  • State or Government issued photo identification for owner and all account signers
  • Address Verification for owner and all account signers
  • Physical address of principal place of business and, if different, a mailing address

Unincorporated Non-Profit Association

  • Charter, By-laws or Letter of Purpose
  • Minutes or letter from President authorizing the establishment of the account and respective signers
  • EIN - Employer Identification Number issued by the IRS
  • State or Government issued photo identification for all account signers
  • Social Security Number for all account signers
  • Address verification for all account signers
  • Physical address of principal place of business and, if different, a mailing address


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