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  1. Prior to adopting a proposed name, the name may be reserved for a period of 60 days. A preliminary search of corporation, limited liability company and limited partnership names already of record with the California Secretary of State can be made online through our Business Search.

  2. State shall not file a document or grant a name reservation that includes a proposed corporate name that is not distinguishable in the records of the Secretary of State from that of an existing corporate name.

  3. To open an account or to schedule an appointment, please contact our Business Banking Department at (800) 293-6494 or you may visit any one of our branches across Southern California. Important Notice About Procedures for Opening an Account.

  4. This Business Account Agreement and Disclosure is your copy of the terms and conditions applicable to your business depos-it accounts at California Credit Union. This disclosure is written in “Plain English” so you can understand and agree to the terms and conditions.

  5. A business entity name that (1) is prohibited by federal or state law except with consent, approval or endorsement or (2) is subject to other state or federal laws may be reserved in writing with the Secretary of State; provided, however, that the Secretary of State will require appropriate evidence of the required consent, approval ...

  6. Business must be listed as “Active” on State of California Business Search. Meeting minutes showing who can open and sign on the account. Fictitious Name Statement if doing business under another name or DBA.

  7. To open your business account today, bring the following documentation – based on the type of business – into any SAFE branch. Sole Proprietorship or Married Couple Business. Business License, Fictitious Name Statement, and/or Vocational License linking the owner (s) to the business.