E*TRADE BANK BUSINESS
ACCOUNT APPLICATION
COMPLETE YOUR E*TRADE APPLICATION IN THREE EASY STEPS
The E*TRADE Bank Business Account Application you requested begins
on the following page.
To complete your application, simply:
1. SCROLL DOWN AND FILL OUT EACH FIELD BY TYPING IN THE
APPROPRIATE INFORMATION.
If you’d like to complete the application by hand, skip this step and move
on to Step 2.
2. ONCE YOU HAVE PROVIDED THE REQUESTED INFORMATION
REVIEW YOUR APPLICATION TO ENSURE IT IS COMPLETE AND
PRINT IT BY CLICKING THE BUTTON ON THE TOP TOOLBAR.
3. SIGN AND DATE YOUR APPLICATION, AND MAIL IT TO THE
APPROPRIATE ADDRESS:
By overnight mail: By regular mail:
E*TRADE Bank E*TRADE Bank
c/o E*TRADE Financial Corporation c/o E*TRADE Financial Corporation
Harborside Financial Center P.O. Box 484
501 Plaza 2 Jersey City, NJ 07303-0484
34 Exchange Place
Jersey City, NJ 07311
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1 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
E*TRADE BANK BUSINESS
ACCOUNT APPLICATION
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A
NEW ACCOUNT
Federal law requires identity verification for all new accounts. When you
apply for an account, we will ask you for information that will allow
us to identify you. We may also ask to see your driver’s license or
other government-issued identifying documents.
1. ACCOUNT REGISTRATION
Choose only one. Please call us at 1-800-ETRADE-1 for additional information.
Refer to page 6 for the required documentation for each Account Registration
Corporation Partnership Sole Proprietorship/DBA
Association/Club Non-profit Organization Limited Liability Company
2. BUSINESS PROFILE
ENTITY INFORMATION
Name of Entity Business Phone
Street Address (cannot be a P.O. box) City, State, ZIP
Mailing Address (if different from above; P.O. boxes may be used) City, State, ZIP
E-mail Address (required for account updates) Social Security Number Tax ID Number
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2 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
3. AUTHORIZED PERSON(S)
Please attach a separate sheet for additional authorized person(s).
AUTHORIZED PERSON Mr. Mrs. Ms. Dr. AUTHORIZED PERSON Mr. Mrs. Ms. Dr.
Name (first, middle initial, last) Name (first, middle initial, last)
Date of Birth (mm/dd/yyyy) Date of Birth (mm/dd/yyyy)
Home Street Address (cannot be a P.O. box) Home Street Address (cannot be a P.O. box)
Home City, State, ZIP Home City, State, ZIP
Mailing Address (if different from above; P.O. boxes may be used) Mailing Address (if different from above; P.O. boxes may be used)
City, State, ZIP City, State, ZIP
E-mail Address (required for account updates) E-mail Address (required for account updates)
Home Phone Business Phone Home Phone Business Phone
Mobile Phone Social Security Number Mobile Phone Social Security Number
Driver’s License, State-Issued ID, or Military ID Number Driver’s License, State-Issued ID, or Military ID Number
State of Issuance (if applicable) Expiration Date State of Issuance (if applicable) Expiration Date
AUTHORIZED PERSON EMPLOYMENT INFORMATION AUTHORIZED PERSON EMPLOYMENT INFORMATION
Employment Status Employment Status
Employed Student Retired Self-Employed Not Employed Employed Student Retired Self-Employed Not Employed
Employer Name Occupation Employer Name Occupation
Line of Business (required for self-employed persons) Line of Business (required for self-employed persons)
Employer Street Address Employer Street Address
Employer City, State, ZIP/Postal Code Employer Country Employer City, State, ZIP/Postal Code Employer Country
PREVIOUS ADDRESS: AUTHORIZED PERSON PREVIOUS ADDRESS: AUTHORIZED PERSON
If an Authorized Person has moved in the past 6 months, please provide their previous address.
Name (first, middle initial, last) Name (first, middle initial, last)
Home Street Address (cannot be a P.O. box) Home Street Address (cannot be a P.O. box)
City, State, ZIP City, State, ZIP
Additional Authorized Persons
AUTHORIZED PERSON Mr. Mrs. Ms. Dr. AUTHORIZED PERSON Mr. Mrs. Ms. Dr.
Name (first, middle initial, last) Name (first, middle initial, last)
Date of Birth (mm/dd/yyyy) Date of Birth (mm/dd/yyyy)
Home Street Address (cannot be a P.O. box) Home Street Address (cannot be a P.O. box)
Home City, State, ZIP Home City, State, ZIP
Mailing Address (if different from above; P.O. boxes may be used) Mailing Address (if different from above; P.O. boxes may be used)
City, State, ZIP City, State, ZIP
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3 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
3. AUTHORIZED PERSON(S) (CONTINUED)
E-mail Address (required for account updates) E-mail Address (required for account updates)
Home Phone Business Phone Home Phone Business Phone
Mobile Phone Social Security Number Mobile Phone Social Security Number
Driver’s License, State-Issued ID, or Military ID Number Driver’s License, State-Issued ID, or Military ID Number
State of Issuance (if applicable) Expiration Date State of Issuance (if applicable) Expiration Date
AUTHORIZED PERSON EMPLOYMENT INFORMATION AUTHORIZED PERSON EMPLOYMENT INFORMATION
Employment Status Employment Status
Employed Student Retired Self-Employed Not Employed Employed Student Retired Self-Employed Not Employed
Employer Name Occupation Employer Name Occupation
Line of Business (required for self-employed persons) Line of Business (required for self-employed persons)
Employer Street Address Employer Street Address
Employer City, State, ZIP/Postal Code Employer Country Employer City, State, ZIP/Postal Code Employer Country
PREVIOUS ADDRESS: AUTHORIZED PERSON PREVIOUS ADDRESS: AUTHORIZED PERSON
If an Authorized Person has moved in the past 6 months, please provide their previous address.
Name (first, middle initial, last) Name (first, middle initial, last)
Home Street Address (cannot be a P.O. box) Home Street Address (cannot be a P.O. box)
City, State, ZIP City, State, ZIP
4. ACCOUNT TYPE
You may check one or more account types below. Call 1-800-ETRADE-1 or visit www.etrade.com/bank for account
descriptions and current rates.
* Refer to page 6 for Account Type Eligibility
Max Rate Checking Total deposit amount: $ Complete Savings Total deposit amount: $
Account Account
$100 initial deposit; $5,000 average monthly balance $1 initial deposit; no average monthly balance required
required thereafter
E*TRADE Checking Total deposit amount: $ E*TRADE® Money Total deposit amount: $
Account Market Account
$100 initial deposit; non-interest-bearing account; no $100 initial deposit; $1,000 average monthly balance
average monthly balance required required thereafter
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4 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
5. INITIAL DEPOSIT
If you are opening multiple accounts, you may make a single deposit for the total amount, and we will allocate the funds per
your instructions in Section 4.
Transfer from another From an Existing By Wire By Check
financial institution E*TRADE Account
Wire funds to us using the Your check should be
Name of the Institution: E*TRADE Bank Account no: receiving bank information payable to E*TRADE Bank.
below: You can write one check for
the total deposits for all new
ABA Routing #: E*TRADE Bank
checking, money market, and
Amount: $ P.O. Box 484
savings accounts you are
Jersey City, NJ 07303 – 0484
E*TRADE Securities Account opening. Please mail your
Account #: ABA Routing #: 256072691 check to:
No.:
FBO: <Entity Name and E*TRADE Bank
Account Type: TaxID#/SSN> P.O. Box 484
Checking Amount: $ Jersey City, NJ 07303 – 0484
Savings
Amount: $
6. SIGN AND DATE APPLICATION
My signature acknowledges my review and acceptance of the terms and conditions set forth in the E*TRADE Bank Account Agreement
and the Rate and Fee Schedule governing these accounts. I understand that my monthly account statements and tax documents will
be delivered via E*TRADE’s secure Web site unless declined below, and that I will receive notification through my Alerts inbox on
www.etrade.com whenever a new document is available to view. I further understand that I may change my delivery preferences at any
time unless I am applying for the Complete Savings Account. Complete Savings Account requires that all deposit account statements
for this and any other E*TRADE Bank Accounts (as applicable) will be delivered electronically.
No. I would prefer to receive these documents by U.S. mail. PLEASE NOTE: Online statement delivery is required to open a
Complete Savings Account.
By signing below, I hereby certify that I am duly authorized to make the above statements and agreements on behalf of the entity
referenced in this application.
By signing below, I authorize E*TRADE Bank c/o E*TRADE Financial Corporation to obtain my personal credit report or other
consumer report, and to update it as needed, to establish or maintain our approval status.
Under penalty of perjury, I certify (1) that my Social Security or Taxpayer ID number shown on this form is my correct number, and
(2) that I am not subject to backup withholding due to a failure to report interest and dividend income and (3) that I am a U.S. person
or a U.S. resident alien.If you are subject to backup withholding, please check here:
The Internal Revenue Service does not require your consent to any provision of this document other than the certification
required to avoid backup withholding.
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Signature of Authorized Person Date Print Name
✗
Signature of Authorized Person Date Print Name
✗
Signature of Authorized Person Date Print Name
✗
Signature of Authorized Person Date Print Name
PLEASE READ THE IMPORTANT DISCLOSURES BELOW.
The E*TRADE Financial family of companies provides financial services including trading, investing and related banking
products and services to retail investors.
†
Banking and lending products and services are offered by E*TRADE Bank c/o E*TRADE Financial Corporation, a Federal
savings bank, Member FDIC, or its subsidiaries. Each depositor is insured to at least $250,000 by the Federal Deposit
Insurance Corporation (“FDIC”).
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5 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
Required Documentation for Business Accounts
Submit the following required documentation with your completed application.
TYPE OF BUSINESS ENTITY BUSINESS ACCOUNT ELIGIBILITY REQUIRED DOCUMENTATION
All Bank Products except for IRA If using a Tax ID number, two of the following
documents: Business License, Fictitious Name
SOLE PROPRIETORSHIP/DBA Registration, or Certificate of Registration of
trade name
E*TRADE Checking 1. Articles of Organization
Limited Liability Company E*TRADE Money Market Account
Complete Savings Account
E*TRADE Checking 1. Letter on letterhead that indicates the
E*TRADE Money Market Account Association or Club’s intent to open the
Association or Club
Complete Savings Account account signed by at least one Board Officer
E*TRADE Checking 1. One of the following documents: partnership
Partnership E*TRADE Money Market Account papers or Fictitious Name Registration
Complete Savings Account
E*TRADE Checking 1. Corporate Resolution
E*TRADE Money Market Account 2. One of the following documents: Certificate
Corporation Complete Savings Account of Incorporation, most recent tax return,
annual report filed with the State Corporation
Commission
All Bank Products except for IRA. Must 1.Non-profit tax status documentation
Non-Profit Organization provide verification of Non-Profit Status 2.Organizational Documents
© 2010 E*TRADE Financial Corporation. All rights reserved
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6 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
CORPORATE BANKING RESOLUTION
SECRETARY’S CERTIFICATE: I, [SECRETARY’S NAME],
Secretary of [INSERT CORPORATION NAME]
(“Company”), a corporation, duly organized and existing under the laws of the [STATE
OF INCORPORATION], do hereby certify that the following is a true and correct copy of certain resolutions duly adopted by the Board
of Directors of said Company at a meeting thereof duly called and held on the day of, 20 , at which a quorum was present;
that said resolutions have been duly entered on the Minute Book of this Company; that the same are in conformity with the articles of
incorporation, charter and/or bylaws of said Company and have not been modified or rescinded:
RESOLVED, that E*TRADE Bank c/o E*TRADE Financial Corporation (“Bank”) be and the same is designated as a depository of this
Company;
RESOLVED, that any prior resolutions remain in effect except as changed by those adopted herein. The Company ratifies all
transactions purportedly done on its behalf with the Bank before delivery of this resolution to the Bank;
RESOLVED, that the Company agrees to be bound by the Bank’s deposit and/or account agreement for each account covered by
these resolutions;
RESOLVED, that the Bank is authorized to honour, pay, and charge the Company’s account(s) for any items purporting to have been
signed on behalf of the Company with a facsimile signature that resembles a specimen the Company has certified to the Bank, no
matter by whom or by what means the actual or purported signature may have been made;
RESOLVED, that the persons named below, whose manual or facsimile signatures are provided next to their respective names, are
each authorized to open accounts, and to agree to related services, with the Bank on such terms and conditions as such person he
may deem proper. The Bank has no duty to inquire into any power before executing it, even if the power benefits the signer
individually;
RESOLVED, that the persons named below, whose manual or facsimile signatures are provided next to their respective names, are
each authorized to sign and authorize checks, drafts, withdrawal slips, and any other others for the payment of money, including
without limitation, paper, electronic or any other means of orders, even if payable to the signer or used to discharge or reduce any
obligation of the signer. The Bank has no duty to inquire into any power before executing it, even if the power benefits the signer
individually.
PRINTED NAME TITLE SIGNATURE
BE IT FURTHER RESOLVED that the foregoing resolutions are to continue in force until written notice of rescission or modification
thereof has been received by said Bank.
IN WITNESS WHEREOF, I have signed this have hereunto set our hands and the seal of this corporation this day of ,
20
Secretary Corporate Seal (if there is no corporate seal,
certify that there is no seal)
E*TRADE Bank
c/o E*TRADE Financial Corporation
P.O. Box 484
Jersey City, NJ 07303 – 0484
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7 99987 (12/10) BANK BUSINESS ACCOUNT APPLICATION
