Small Business Account Opening Guide

This guide outlines the steps necessary for opening a new business account at Texas Capital Bank. It details the six steps involved in the account opening process, which include gathering required documents, scheduling an appointment with a banker, and switching recurring payments and deposits to the new account. The document specifies the necessary identification and formation documentation needed based on the type of business entity. Additionally, it provides instructions on how to close an existing bank account, including options for submitting a closure request and ensuring all transactions are settled. The guide also includes a checklist for documenting new account information and switching recurring payments. Overall, it serves as a comprehensive resource for small business owners looking to transition to Texas Capital Bank.