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Popular topics: CSC Quick Find Portal Building a Personal CIF Record

Business

  1. Prohibited Entity Types, Products, Services, and Restricted Client Types

    Overview Due to a high level of risk, certain entity types, along with their product and service providers, are...

  2. Client Risk Rating (CRR)

    This risk-based approach includes automated detection and risk scoring using the Verafin system. Verafin identifies the attributes of clients...

  3. Privately-owned Automated Teller Machine (PATMO)

    Overview Privately-owned ATM machines (PATMO) are those that are not owned by Capital City Bank. These ATMs are often...

  4. Monitoring High Risk Accounts

    Overview Federal regulations require Capital City Bank to monitor activity in all Money Service Business (MSB), check cashing, and Privately...

  5. BSA Contact Event - High Risk Accounts

    BSA monitors high risk accounts for unusual and suspicious transactions and activity. If BSA has additional questions regarding the...

  6. Beneficial Ownership

    Effective January 1, 2024, Federal law requires certain entities, including many small businesses, to report beneficial owners information directly...

  7. Verafin Beneficial Ownership Requirement Chart

    To help investigate and prosecute financial crimes (terrorist financing, money laundering, tax evasion, fraud, and so on), federal regulation...

  8. Business Account Types

    Click on the business account types listed below to learn more about each business type. Association Campaign Clubs and...

  9. Legal Entity Client

    Legal Entity Clients Are Legal entity clients are entities created by filing with a state office or with the...

  10. CIF Requirements for Business Entities

    To create a CIF for a business entity, see the Building a Non-Personal CIF article and the tabs below detailing...

  11. Business Entity TIN for IRS Reporting

    Click here to access the Business Affidavit Reference Guide. Entity TIN Association Association's Employer Information Number (EIN) Campaign Campaign's...

  12. Business Formation Legal Documents

    Use the following charts to obtain the formation documents for each type of business.  Click here to access the...

  13. Reviewing Business Legal Documents

    When dealing with a new or revised business account, previously imaged legal documents MUST be printed by the associate and...

  14. Building a Non-Personal CIF

    Overview The information in this article is to assist you in building CIF records for non-personal clients for any...

  15. Business CIP Requirements

    Client Identification Program (CIP) policy requires us to obtain business information to verify the existence of the business entity....

  16. Association

    Click on the tabs below for information on associations. For business CIF requirements, click here . For Opening a...

  17. Opening a New Association Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the...

  18. Campaign

    Click the tabs below for information on campaign accounts. For business Client Information File (CIF) requirements, click here ....

  19. Opening a New Campaign Account

    Do not open an account or accept an application if you cannot form a reasonable belief that you know the true...

  20. Clubs and Civic Groups

    Click the tabs below for information on clubs and civic groups. For business Client Information File (CIF) requirements, click...

  21. Opening a New Club/Civic Group Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the true identity...

  22. Corporation

    Click on the tabs below for information on corporations. For business CIF requirements, click here . For Opening a...

  23. Opening a New Corporation Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the...

  24. IOLTA

    Click on the tabs below for information on IOLTA accounts. For business Client Information File (CIF) requirements, click here...

  25. Opening a New IOLTA Account

    Do NOT open an account or accept an application if you cannot form a reasonable belief that you know the true identity...

  26. Limited Liability Company (LLC)

    Click on the tabs below for information on Limited Liability Company (LLC) accounts. For business CIF requirements, click here...

  27. Opening a New Limited Liability Company (LLC) Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the true identity...

  28. Partnership

    Click on the tabs below for information on Partnership accounts. For business Client Information File (CIF) requirements, click here...

  29. Opening a New Partnership Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the...

  30. Political Action Committee

    Click on the tabs below for information on Political Action Committee accounts. For business Client Information File (CIF) requirements,...

  31. Opening a New Political Action Committee (PAC) Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the true...

  32. Public Funds and US Government Funds

    Click on the tabs below for information on Public Funds and US Government Funds accounts.  Note: For business Client...

  33. Opening a New Public or US Government Funds Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the true...

  34. Sole Proprietorship (D/B/A)

    Click on the tabs below for information on Sole Proprietorship accounts. For business CIF requirements, click here . For...

  35. Opening a New Sole Proprietor Account

    DO NOT open an account or accept an application if you cannot form a reasonable belief that you know the...

  36. Revising Business Accounts

    A signed and notarized CCB business affidavit MUST be completed for ALL revisions to business accounts (excluding sole-proprietor/ D/B/A accounts)....

  37. Specific Business Entity Requirements

    When opening an account or revising an account for specific business entities, consult the tabs and perform the actions...

  38. Required Streamline Fields for Business Entities

    When creating or revising a business entity CIF, you must enter/revise the following fields for each business entity type. ...

  39. Night Depository Drop+Go Service

    Overview Night Depository Drop+Go services are available for individuals or businesses to make deposits throughout the day, 24/7. Businesses that...

  40. Internal Bank Use Deposit Accounts

    CCB has a policy for opening, closing, reconcilement, and control of internal bank use deposit accounts. The policy must...

  41. Client Due Diligence Questionnaire - Verafin

    Verafin is a client due diligence (CDD) program that allows front line associates to easily collect information to better understand...

  42. Sole Proprietor CDD

    Overview Capital City Bank (CCB) does not bank certain types of businesses. You can not proceed with a new...