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KYC (Know Your Customer)

KYC is the process financial institutions use to verify the identity and assess the risk of their customers, required by anti-money laundering (AML) regulations to prevent fraud and financial crimes.

What Is KYC?

Know Your Customer (KYC) refers to the due diligence banks and financial institutions perform to verify who you are when you open an account. It's required by the Bank Secrecy Act (BSA) and related AML regulations.

What KYC Involves

For Individuals

  • Government-issued photo ID
  • Social Security Number
  • Date of birth
  • Residential address verification
  • For Businesses

  • EIN (Employer Identification Number)
  • Business formation documents (Articles of Incorporation, Operating Agreement)
  • Beneficial ownership information (anyone owning 25%+ or a controlling person)
  • Business address and industry
  • Expected transaction volume
  • Why KYC Exists

    1. Prevent money laundering

    2. Stop terrorist financing

    3. Detect fraud

    4. Comply with regulations (BSA, USA PATRIOT Act, FinCEN rules)

    KYC in Practice

    When you open a business bank account, expect to provide:

  • Your personal ID + SSN
  • EIN letter from IRS
  • Formation docs
  • Beneficial owner details
  • Business license (if applicable)
  • Online banks often complete KYC digitally in minutes. Traditional banks may require branch visits.

    Related Terms

    Related Resources