Business Services

Aligning your vision and our value. 

To help members with all of their business service needs, CASE Credit Union’s Business Development Officer Brett Pacek is available to assist.

As the Business Development Officer, Brett Pacek oversees business lending, monitors business loan portfolios, and identifies and cultivates potential and existing members who require business lending services. In addition, he provides guidance for a wide array of business deposit services.

Brett's goal is to have CASE Credit Union be the first financial institution business owners think of when evaluating their financial needs. Whether just starting out, positioning their company for future growth, refinancing obligations, or selecting an institution for their business accounts, CASE Credit Union has a business solution for all business owners.

Now it’s easier than ever to qualify for a membership! You’re eligible to join if you fall into one of the following:

  • All persons who live, work, or worship in any of Michigan’s 68 counties within the lower peninsula
  • For a business to be eligible for membership, you must have greater than 50% of the ownership interest (individuals who, when combined, own greater than 50% of the company).
  • For non-profit organizations, requirements are:
    • Educational related groups
    • Majority of members are eligible to join

Get Started

Opening an account or applying for a loan requires the following information:

  • Certification of Tax ID/Social Security number
  • Appropriate identification for all signers. All persons named as authorized signers on the account must sign in person at the branch or have their signature notarized on the signature card.

Other Required Business Forms

Sole Proprietor

  • DBA Certification

Partnership

  • Partnership Agreement and/or Operating Agreement
  • DBA Certificate

Limited Liability Company (LLC)

  • Articles of Organization
  • Operating Agreement (if available)

Corporation

  • Articles of Incorporation
  • Corporate By-Laws

Non-Profit Organization

  • Entity Charter or By-Laws (must include statement confirming non-profit status in accordance with IRS code)

Questions?

Contact us for additional information about eligibility.

CONTACT US

Often times finding the right money management services for your business can be a challenge. Every business has different needs and every business owner has a different vision on how they see their business in the future. Let us help you find the best products and services for organizing your business finances today.

Use these time and money saving services to keep your business running smoothly.

Money Management Services

Online Business Services

Other Business Services