Onboarding For Organizations

Please ensure you are up to date and have all supporting documents for your filings! Some of the documents we are looking for:

• Articles of Incorporation (or a state certified Business Formation or Organization Certificate)
• DBA Certification (for organizations with a trade name)
• Business is in Good Standing with the state it is registered in

Make sure you have all the signers ready to provide their personal information so we may add them to your new account. We'll need to collect the following info from you and anyone else that owns the organization or will be listed as a signer on the account:

• Legal Name
• Date of Birth
• Physical Address
• Phone Number
• Social Security Number
• Valid Government ID

If so, we would love to talk to you before you apply! This allows us to better understand your setup and ensure we can provide the right support and guidance throughout the process. Please reach out to a member of our Partner Experience team at 603-277-6801 or partners@waldenmutual.com.

Completing the online application can take as little as 15 minutes if you have all your information ready. If your business structure is more complex or involves multiple signers or beneficial owners, it may take up to 30 minutes.

Give us a call! A Partner Experience member is happy to troubleshoot any technical issues you run into throughout the process. We are open Monday-Friday 8am-4pm Eastern Time at 603-227-6801.

Applications often get stuck in the pending documents phase. Before reaching out to a member of our team, please make sure all signers have completed their portions, and you have uploaded all documents. Take a look at our Application Timeline to get a feel for how long you should be waiting before hearing from us.

Beneficial owners are:  (1) Each individual, if any, who owns, directly or indirectly, 25 percent or more of the equity interests of the legal entity customer (e.g., each natural person that owns 25 percent or more of the shares of a corporation; and  (2) An individual with significant responsibility for managing the legal entity customer (e.g., a Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, or Treasurer).

Great! You should have received an email with a link to our application portal. Please fill out the following:  Legal name, date of birth, physical address, phone number, Social Security Number, valid government ID. Why do we collect all of this? At Walden Mutual, we require all of our partners - what we call our customers - to provide personal identification. As an authorized signer or beneficial owner, you’re considered a partner. This helps us ensure that we’ve accurately identified everyone who will be transacting on the account or has ownership in the business.

Absolutely! Our mission is deeply rooted in supporting the local food ecosystem, and we offer a lending program that is 100% mission aligned. While our loans are reserved for businesses and organizations that align with our mission - particularly in food sustainability, agriculture, and nonprofits - anyone is welcome to open an account with us. Whether you're a passionate business owner or simply want to support Walden’s work, your participation will help further our impact.