Association, Club/Civic Group, Corporation, IOLTA

Required Streamline Fields

• Name of the officer (secretary/clerk) certifying the resolution at the top of the resolution
• Date resolution was adopted: Enter this information in the Streamline field when creating the resolution. This adopted date must reflect the date indicated by the legal entity documents.
• Names and titles of the officers/agents of the company in the Agent section
• Agent or officer designation (A - F) in the Powers Granted section #3 & #7. This is required for all authorized signers.

Required Signatures 

Agents Section

The officer(s)/agent(s) signature(s) next to his/her name(s)

Certification of Authority

The signature of the secretary and one or more authorized officers (corp -- only one required) attesting at the bottom of the resolution as listed on the legal documents. This is required even if only one officer is a signer on the account.

IOLTA Certification of Authority

Signatures based on entity type attesting at the bottom of the resolution as listed on the legal documents.

Limited Liability Company (LLC)

Required Streamline Fields

• Name of the manager/designated member certifying the resolution at the top of the resolution
• Date resolution was adopted: Enter this information in the Streamline field when creating the resolution. This adopted date must reflect the date indicated within the legal entity documents.
• Names and titles of the manager/designated member of the company in the Agent section
• Agent or officer designation (A - F) in the Powers Granted section #3 # #7. This is required for all authorized signers.

Required Signatures 

Agents Section 

The officer(s)/agent(s) signature(s) next to their name(s)

Certification of Authority

The signature of the Manager or Designated Member and one other Manager or Designated member attesting at the bottom of the resolution as listed on the legal documents. This is required even if only one Manager or Designated Member is a signer on the account.

If a single-member LLC, only the single managing member signs

Partnership

Required Streamline Fields

• Name of the partners at the top of the resolution
• Date Resolution was adopted: Enter this information in the Streamline field when creating the resolution. This adopted date must reflect the date indicated by the legal entity documents.
• Names and titles of the partners/agents in the Agent section
• Agent or officer designation (A - F) in the Powers Granted section #3 # #7. This is required for all authorized signers.

Required Signatures 

Agents Section 

The officer(s)/agent(s) signature(s) next to their name(s)

Certification of Authority

The signature of all partners attesting at the bottom of the resolution as listed on the legal documents. This is required even if only one partner is a signer on the account.

Sole Proprietorship

Required Streamline Fields

• Name of the sole proprietor certifying the resolution at the top of the resolution
• Names and titles of the sole proprietor/agents of the sole proprietorship in the Agent section
• Agent or officer designation (A - F) in the Powers Granted section #3 & #7. This is required for all authorized signers.

Required Signatures 

Agents Section

The sole proprietor/agent(s) of the sole proprietorship signatures next to his/her name(s)

Certification of Authority 

The signature of the sole proprietor attesting at the bottom of the resolution.