
Business Credit Card Documentation
You'll need to provide Lake Trust with certain documents to apply for a Business Credit Card. The following list is not all-inclusive; some types of business entities may require additional documentation.
| Sole Proprietorship |
- Certificate of Person Conducting Business Under Assumed Name filed with county in which you do business (DBA)
- Personal Tax Returns including Profit and Loss (2 years)
|
| S Corp, C Corp, and Limited Liability Corporation (LLC) |
- Certificate of Person Conducting Business Under Assumed Name filed with county in which you do business (DBA) - if applicable
- Articles of Incorporation or Operating Agreement for LLC
- Certificate of good standing
- Personal Financial Statement
- Business Financial Statement
- Personal Tax Returns including Profit and Loss (2 years)
- Business Tax Returns including Profit and Loss (2 years)
|
| Partnership |
- Certificate of Person Conducting Business Under Assumed Name filed with county in which you do business (DBA)
- Certificate of Partnership
- Personal Financial Statement
- Business Financial Statement
- Personal Tax Returns including Profit and Loss (2 years)
- Business Tax Returns including Profit and Loss (2 years)
|
| Unincorporated Association |
- Certificate of Person Conducting Business Under Assumed Name filed with county in which you do business (DBA)
- Personal Financial Statement
- Business Financial Statement
- Personal Tax Returns including Profit and Loss (2 years)
|