Get Business Signature Card Form

The Business Signature Card form is a crucial document used to establish authorized signatures for new business accounts. It ensures that the bank has the correct information and signatures on file, allowing for smooth banking operations. To get started, fill out the form by clicking the button below.

Structure

The Business Signature Card form is an essential document for establishing and managing a business bank account. It is specifically designed for new accounts and requires detailed information about the account holder, including the client name, account title, and tax identification number. This form allows for the designation of authorized signers who will have the authority to conduct transactions on behalf of the business. Each authorized signer must provide their manual or facsimile signature, along with their title and contact information. The form also includes a section for additional signatures, ensuring that multiple individuals can be authorized to manage the account. Importantly, the account holder certifies the accuracy of the information provided and agrees to the terms and conditions set by the bank. Security measures are in place, such as crossing out unused signature boxes to prevent unauthorized use. The bank relies on the authority of the individuals listed until notified otherwise, making this form a critical part of the banking process for businesses.

Business Signature Card Preview

Business Signature Card

	CHECK		Signatures for New Account(s)
	ONE:

Additional Signatures for Account(s)

		V1.8_05_16_11

	Replace All Signatures on	Card __ of __
	Account(s)

For BANK USE ONLY

This Signature Card is for a New Account

This is the first DDA for this client

Client Name/Account Holder:

(For Sole Proprietor or Disregarded Entity, indicate the name of the owner.)

Account Title:

Address:

Account

Number(s):

City, State, Zip

Telephone Number:

Tax ID Number:

(For Sole Proprietor or Disregarded Entity, indicate TIN of owner.)

INSTRUCTIONS: Use BLACK OR BLUE ink. Place the Manual or Facsimile signature within the box boundaries only. Do Not overlap signatures. Indicate if the signature is Manual or a Facsimile in the “PRINT NAME” box. When providing a Facsimile Signature, provide a Manual Signature too. For your security, cross out all unused signature boxes before signing the signature card below.

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

The undersigned, an authorized representative of the Account Holder, certifies that he/she has reviewed the information contained in this Signature Card, the Certificate Regarding Accounts, account authorization documents, and/or organizational documents of the Account Holder (“Authorized Documents”), and finds the information in this Signature Card accurate on this date and in accordance with the Authorization Documents. The Account Holder acknowledges receipt of, and agrees to be bound by, the terms and conditions governing the operation of accounts and services provided by JPMorgan Chase Bank, National Association, (“the Bank”), including the Account Terms and Service Terms, as may be amended or supplemented from time to time.

The undersigned is authorized to certify the names, titles, and signatures of authorized signers named in this Signature Card on this/these

account(s) pursuant to the Authorization Documents. The undersigned certifies that the (No.) signatures presented on these pages are the signatures of persons authorized to sign and otherwise act on behalf of the Account Holder with respect to its account(s), banking transactions or services. The Bank is entitled to rely on the authority of the named person(s) until the Bank receives written revocation of such authority. No notice of revocation will be effective until the Bank has a reasonable opportunity to act on it.

Authorized Signature:

Title:	Date:
Title:	Date:

INTERNAL USE ONLY	THE ABOVE INFORMATION AND SIGNATURE(S) WERE VERIFIED BY:
Print Name:	Initials:	Dept. No./Br. No.:
Completion Date:		Entity Type: Select Entity Type

Page 1 of 2

Client Name/Account Holder:

Account Title:	Tax ID Number:		Card __ of __

Account	Telephone Number:	Date:
Number(s):

ADDITIONAL SIGNATURES

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

PRINT NAME	TITLE	SIGNATURE
Manual
Facsimile

E-MAIL ADDRESS	PHONE NUMBER

Page 2 of 2

➤ PDF File

Document Data

Fact Name	Details
Purpose	The Business Signature Card form is used to establish authorized signers for a new bank account.
Signature Requirements	Signatures must be provided in black or blue ink within designated boxes. Manual and facsimile signatures are allowed.
Client Information	It requires the client name, account title, address, account number(s), and tax ID number.
Verification	The form must be reviewed and certified by an authorized representative of the account holder.
Governing Laws	In many states, the governing laws include the Uniform Commercial Code (UCC) as it pertains to bank transactions.
Security Measures	Unused signature boxes should be crossed out to enhance security against unauthorized use.
Bank's Authority	The bank is entitled to rely on the authority of the signers until a written revocation is received.

How to Use Business Signature Card

To complete the Business Signature Card form, gather the necessary information about your business and authorized signers. Ensure that all details are accurate and clearly written. After filling out the form, it will be submitted to the bank for processing.

Use BLACK OR BLUE ink to fill out the form.
In the "Client Name/Account Holder" field, enter the name of the business or individual owner.
Provide the "Account Title" as it should appear on the account.
Fill in the "Address" of the business, including city, state, and zip code.
Enter the "Telephone Number" for the business.
Input the "Tax ID Number" for the business or the owner if it’s a sole proprietorship or disregarded entity.
For each authorized signer, complete the following fields:

PRINT NAME
TITLE
SIGNATURE (indicate if it is Manual or Facsimile)
E-MAIL ADDRESS
PHONE NUMBER

Cross out any unused signature boxes for security purposes.
Ensure that the authorized representative certifies the information by signing and dating the designated area.
Submit the completed form to the bank for processing.

Key Facts about Business Signature Card

What is the purpose of the Business Signature Card form?

The Business Signature Card form is used to establish the authorized signers for a new business account at JPMorgan Chase Bank. It ensures that the bank has accurate and up-to-date information about who can conduct transactions on behalf of the business. This form also serves as a record of the signatures that the bank will recognize for all banking activities related to the account.

Who needs to sign the Business Signature Card?

The Business Signature Card must be signed by individuals who are authorized to act on behalf of the business. This includes owners, partners, or designated representatives. Each authorized signer must provide their manual or facsimile signature, ensuring the bank can verify their identity during transactions.

How should I fill out the Business Signature Card form?

Fill out the form using black or blue ink. Each signature must be placed within the designated box boundaries without overlapping. Indicate whether the signature is manual or facsimile in the “PRINT NAME” box. If you provide a facsimile signature, a manual signature is also required. Remember to cross out any unused signature boxes for security purposes.

What information is required on the form?

The form requires the client name/account holder, account title, address, account number(s), city, state, zip code, telephone number, and tax ID number. For sole proprietors or disregarded entities, the owner’s name and TIN must be indicated. Accurate completion of this information is crucial for the bank’s records.

What should I do if I need to change the authorized signers later?

If there are changes to the authorized signers, the business must submit a new Business Signature Card form to the bank. The bank will rely on the authority of the names listed until it receives written notice of revocation. It’s important to ensure that the bank has a reasonable opportunity to act on any changes.

Can I use a facsimile signature without a manual signature?

No, you cannot use a facsimile signature without also providing a manual signature. The form requires both to ensure authenticity and security. This helps the bank confirm that the individual has authorized the use of their signature.

What happens if I do not cross out unused signature boxes?

Failing to cross out unused signature boxes may lead to confusion or unauthorized use of those boxes. For security reasons, it is essential to strike out any boxes that do not contain signatures. This protects the business from potential fraud or disputes regarding who is authorized to sign.

Is there a specific format for the business name and titles?

Yes, the business name should be clearly stated as it appears in official documents. Titles should accurately reflect the individual’s position within the organization, such as Owner, President, or Treasurer. This clarity helps the bank verify the authority of each signer.

What should I do if I have questions while completing the form?

If you have questions while filling out the Business Signature Card form, it is advisable to contact the bank directly. Bank representatives can provide guidance and ensure that you complete the form correctly, which will help avoid delays in processing your account.

How does the bank verify the information provided on the form?

The bank verifies the information by comparing the signatures and details provided on the Business Signature Card with the authorized documents of the account holder. This process ensures that the signatures are legitimate and that the individuals listed have the authority to act on behalf of the business.

Common mistakes

Filling out the Business Signature Card form can seem straightforward, but several common mistakes can lead to complications. One frequent error is failing to provide the correct Client Name/Account Holder. This name should reflect the legal entity or individual that owns the account. Omitting this crucial detail can delay account setup and create confusion.

Another mistake often made is neglecting to indicate the Account Title. This title is essential for identifying the purpose of the account. Without it, the bank may struggle to categorize the account appropriately, which can lead to issues later on.

Many people forget to fill in the Tax ID Number. For sole proprietors or disregarded entities, this is particularly important as it ties the account to the correct taxpayer. Missing this information can cause significant tax reporting issues down the line.

Using the wrong ink color is another common oversight. The instructions clearly state to use BLACK OR BLUE ink. Using other colors can lead to rejection of the form, requiring you to start over.

Additionally, signatures must be placed within the designated box boundaries. Overlapping signatures can invalidate the document. It’s crucial to ensure that all signatures are neatly contained within their respective boxes to avoid complications.

Some individuals also fail to indicate whether their signature is Manual or Facsimile. This distinction is vital for the bank to understand the nature of the signatures presented. Neglecting this detail can lead to confusion about the authenticity of the signatures.

Finally, many people forget to cross out all unused signature boxes. This step is necessary for security purposes. By not doing this, you leave open the possibility for unauthorized individuals to misuse the form.

Documents used along the form

The Business Signature Card form is a crucial document for establishing a business account, as it provides the bank with the necessary signatures of authorized individuals. However, several other forms and documents often accompany this card to ensure a smooth banking experience. Below is a list of these essential documents, each serving a unique purpose in the account setup and management process.

Certificate of Formation: This document, also known as Articles of Incorporation, is filed with the state to legally establish a business entity. It includes essential information such as the business name, address, and the names of the initial directors or members.
Operating Agreement: For limited liability companies (LLCs), this document outlines the management structure and operating procedures of the business. It details the roles and responsibilities of members and managers, ensuring clarity in operations.
Partnership Agreement: If the business is a partnership, this agreement defines the terms of the partnership, including profit-sharing arrangements, decision-making processes, and the roles of each partner. It serves as a guide for resolving disputes and managing the partnership effectively.
Tax Identification Number (TIN) Application (Form SS-4): This form is submitted to the IRS to obtain a TIN, which is necessary for tax purposes. It is required for businesses to open bank accounts and file tax returns.
Business License: Depending on the type of business and location, a business license may be required to operate legally. This document verifies that the business complies with local regulations and is authorized to conduct business in the area.
Resolution of Authority: This document is often used by corporations and LLCs to formally designate individuals authorized to act on behalf of the business. It provides clarity regarding who can sign documents and make decisions for the company.
Personal Identification Documents: Banks typically require personal identification from all authorized signers. This may include a driver’s license, passport, or other government-issued ID to verify the identity of individuals associated with the business account.

Each of these documents plays a vital role in establishing and maintaining a business account. By ensuring that all necessary paperwork is completed and submitted, businesses can create a strong foundation for their banking relationships. This proactive approach not only facilitates smoother transactions but also fosters trust between the business and its financial institution.

Similar forms

Account Authorization Form: This document outlines the individuals authorized to manage an account. Similar to the Business Signature Card, it requires signatures and personal details of the authorized representatives, ensuring that the bank has accurate information on who can act on behalf of the account holder.
Corporate Resolution: A Corporate Resolution is a formal document that records decisions made by a corporation's board of directors. Like the Business Signature Card, it identifies authorized signers and confirms their ability to conduct transactions on behalf of the corporation.
Power of Attorney (POA): A Power of Attorney grants someone the authority to act on another's behalf. This document, similar to the Business Signature Card, requires signatures and specifies the powers granted, ensuring clarity on who is authorized to make decisions.
Bank Account Opening Application: This application is used to establish a new bank account. It collects personal information and signatures, much like the Business Signature Card, to verify the identity of the individuals associated with the account.
Signature Verification Form: This form is used to confirm the authenticity of signatures on file. It serves a similar purpose to the Business Signature Card by ensuring that the bank has accurate and up-to-date signature samples for authorized individuals.

Dos and Don'ts

When filling out the Business Signature Card form, there are important dos and don'ts to keep in mind. Here’s a straightforward list to help you navigate the process smoothly.

Do use black or blue ink. This ensures clarity and compliance with the bank's requirements.
Do place signatures within the designated box boundaries. Avoid overlapping to maintain a clean appearance.
Do indicate whether the signature is manual or facsimile. This is crucial for the bank's records.
Do cross out all unused signature boxes. This adds a layer of security to your form.
Don't forget to provide both a manual and facsimile signature. This is necessary when using a facsimile signature.
Don't leave any required fields blank. Ensure that all information is complete to avoid delays.
Don't ignore the terms and conditions. Read and understand them to ensure compliance with the bank's policies.

Following these guidelines will help you complete the Business Signature Card form accurately and efficiently. This will also help in establishing a smooth relationship with your bank.

Misconceptions

Here are some common misconceptions about the Business Signature Card form:

Only one signature is needed. Many believe that only one signature is required for a business account. In reality, multiple signatures may be needed, especially for joint accounts or accounts with several authorized signers.
Facsimile signatures are not valid. Some think that facsimile signatures cannot be used. However, they are acceptable as long as a manual signature is also provided.
Signature cards are only for new accounts. People often assume that these cards are only necessary for new accounts. In fact, they can also be used to update signatures on existing accounts.
All signature boxes must be filled. There is a belief that every signature box needs to be completed. You can leave unused signature boxes blank, but it is important to cross them out for security.
The form is only for sole proprietors. Some think this form is only for sole proprietorships. However, it is applicable to various business entities, including partnerships and corporations.
Information on the form is not confidential. Many believe that the information provided is public. In truth, the details on the signature card are kept confidential by the bank.
Changing signers is a simple process. Some individuals think that changing signers is straightforward. While it can be done, it requires proper documentation and may take time.
Signature cards are the same for all banks. People often assume that signature cards are uniform across banks. Each bank has its own form and requirements, so it’s important to use the correct one.

Key takeaways

When filling out and using the Business Signature Card form, there are several important considerations to keep in mind. Here are key takeaways to ensure a smooth process:

Use the Correct Ink: Always fill out the form using black or blue ink to ensure clarity and compliance.
Signature Placement: Signatures must be placed within the designated boxes. Avoid overlapping signatures to maintain legibility.
Indicate Signature Type: Clearly specify whether the signature is manual or facsimile in the “PRINT NAME” box.
Cross Out Unused Boxes: For security reasons, cross out any unused signature boxes before signing the card.
Authorized Review: An authorized representative must certify that the information on the card is accurate and in accordance with the relevant documents.
Bank Reliance: The bank can rely on the authority of the signers until they receive written notice of any changes.
Keep Records: Retain a copy of the completed form for your records, as it outlines the authorized signers for your account.

By following these guidelines, you can ensure that your Business Signature Card is filled out correctly and meets the bank's requirements.