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Intake Form

Client Intake Form

Complete this form to capture client information and initiate the document collection process.

1 BUSINESS INFORMATION
2 BUSINESS CONTACT
3 PRIMARY CONTACT & AUTHORIZED SIGNER
4 ACCOUNT DETAILS
5 COMPLIANCE & DOCUMENT COLLECTION
✓
Government-issued Photo ID (Authorized Signer) Required
✓
Articles of Incorporation / LLC Operating Agreement Required
✓
Corporate Resolution / Authorized Signers Documentation Required
✓
EIN Confirmation Letter (IRS CP 575) Required
✓
Beneficial Ownership Certification Required
✓
Business License If Applicable
✓
Voided Check (ACH Setup) If Applicable
6 BANKER ATTESTATION
By signing below, the assigned banker confirms that the information provided has been reviewed, the client's identity has been verified in accordance with InBank's Customer Identification Program (CIP), and all required documentation has been collected or noted as pending.
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