How do I set up a bank account as a PMA?

In opening a bank account, the best words to use are: unincorporated entity, and religious organization or church, or ministry.  Let them know your EIN number, many banks will like to have the founder's Social Security numbers in order to set up the account.  

Many credit unions like to know their members and are very supportive of private member associations.  They will like to see a copy of your by-laws and certificate of execution.  Usually, they will keep a copy of these in your file.  The Articles of Association are internal documents, we as advisors suggest to not show them to the bank.