Business Services

SAFE offers business checking and savings accounts, share certificate accounts, and other services to eligible businesses, organizations, and associations.

SAFE Federal Credit Union offers several products and services to eligible businesses, organizations and associations.  To learn if your business, organization, or association qualifies contact one of our Business Service Representatives today by calling 800.763.8600. You also can email business.services@safefed.org or visit any of our branch locations.  

Savings Accounts

In addition to establishing your required membership savings account, as a business owner, you can establish one additional savings account.

Checking & Money Market Accounts

As a business member, you can establish up to four checking accounts and two money market checking accounts. Debit card included for free, of course!

Share Certificates

SAFE can help you grow your business and your bottom line with share certificate accounts.

Online & Mobile Banking

Access your business account anytime, anywhere with SAFE's electronic banking suite. Enjoy the convenience of eStatements, text alerts and more.

Business Lending

SAFE can help your business thrive with big savings on your loans. We offer financing for vehicles, business lines of credit, equipment, commercial real estate, and more!

Merchant Services

SAFE is proud to offer merchant services through our partner KURV®. They work with your business, large or small, to offer convenient payment processing for your customers.

How to Establish a Business Account with SAFE 

To establish your business account, you can schedule an appointment with a Business Service Representative by either: 

If you like, you can get an early start by gathering the documents we'll need in order to set up your account. You'll find those items under their corresponding business type below. 
 

What documentation is required? 

If your business is tax exempt, you must also present your determination or affirmation letter from the IRS confirming your tax-exempt status.

Sole Proprietorship
  • Federal Tax Identification Number (TIN) Letter (if using an EIN)
  • Driver's License and Social Security Number of Owner and Authorized Signers
Limited Partnership and Limited Liability Partnership
  • Federal Tax Identification Number (TIN) Letter
  • Driver's License and Social Security Number of all Owners and Authorized Signers
  • Partnership Agreement (listing all partners)
  • Registration of Limited Liability Partnership (for LLPs only)
  • Certificate of Limited Partnership (for LPs only)
General Partnership
  • Federal Tax Identification Number (TIN) Letter
  • Driver's License and Social Security Number of all Owners and Authorized Signers
  • Partnership Agreement (listing all partners)
Limited Liability Company
  • Federal Tax Identification Number (TIN) Letter (if using an EIN) (single owner LLCs using a SSN do not need a TIN letter)
  • Driver's License and Social Security Number of all Owners and Authorized Signers
  • Filed Articles of Organization
Corporation
  • Federal Tax Identification Number (TIN) Letter
  • Driver's License and Social Security Number of all Owners and Authorized Signers
  • Filed Articles of Incorporation
  • Bylaws
  • Minutes from last Board Meeting or signed letterhead stating authorized signers and account types
Incorporated Organization or Association
  • Federal Tax Identification Number (TIN) Letter
  • Driver's License and Social Security Number of all Business Owners/Shareholders, and Authorized Signers
  • Filed Articles of Organization or Charter
  • Bylaws
Unincorporated Organization or Association
  • Federal Tax Identification Number (TIN) Letter
  • Driver's License and Social Security Number of all Shareholders and Authorized Signers
  • Bylaws or Charter
  • Minutes from last board meeting or signed letterhead stating authorized signers and account types

Additional Business Banking Information

If you have lost or misplaced your Employer Identification Number (EIN) visit the website of the Internal Revenue Service (IRS). 

To obtain a letter from the Internal Revenue Service (IRS) confirming your tax-exempt status, visit the IRS website. 

SAFE Federal Credit Union reserves the right to request additional verification or documentation at any time. 

The following schedules and disclosures provide additional information about our business accounts: 

Contact us.

Connect with a SAFE Business Service Representative by calling or emailing us or stopping by your nearest branch. We’re here to help. 

Contact Us
Schedule an Appointment

Merchant Services 

SAFE is proud to offer merchant services through our partner KURV®. They work with your business, large or small, to offer convenient payment processing for your customers, including: 

  • Credit and debit card processing
  • EMV and Apple Pay®
  • Mobile Processing
  • Point of Sale Terminals
  • Gift and loyalty cards
  • Mobile loyalty
  • Web solutions and shopping carts 
Get Started
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