Limited Liability Company (LLC) Account Appointment

We're ready when you are.
Schedule in-person appointment Schedule video call

We're in the business of helping companies succeed.

Review the membership requirements to make sure your business qualifies for membership. If you aren’t sure, our staff is happy to help!

Limited Liability Company (LLC) Account

We'll work with you to determine which account options are just right for the job.

Be sure to bring the requested documentation to your appointment. You can request a Subsistence Certificate online at corporations.pa.gov. A fee is required.
1. Subsistence Certificate (fka Certificate of Good Standing) is acquired from the PA Department of State (717-787-1057).
 
Documents needed
  • Government ID for all authorized signers
  • EIN Certificate
  • Operating agreement and/or minutes
  • Subsistence Certificate1 or Certificate of Organization

Recommended for you

Safeguard your finances with Card Defense®

Know in real-time when your Clearview credit or debit card is being used with Card Defense®. Download the app and set transaction alerts today!

Clearview Wealth Management Group

When planning for retirement is your goal, it's time to turn to Clearview Wealth Management GroupSM, available through CFS*.

“Clearview takes the time to understand the customer at a human level instead of as numbers on a paper.” William, Member since 2016
Learn More- Go to membership page
Learn More- Go to membership page