Planning tool

Application Document Prep Kit

Non-resident USD account applications stall on missing paperwork, not on eligibility. Track what you already have across entity, compliance, and transaction history, then download the full kit with the guidance notes and the use case narrative template.

Planning tool · 32 documents across 8 sections · 17 required · No login required

What documents a non-resident USD account application needs

Tick what you already have. The tool tracks your required items separately, because those are the ones that decide whether you can start. The download adds where to find each document and a template for the narrative compliance teams read first.

Work through the three groups and tick what you already hold. Required items are tracked separately from recommended ones, and the readiness verdict below counts only the required set. Where to find each document, and what compliance teams do with it, is in the downloadable kit.

Company registration

0 / 5

Ultimate beneficial owner (UBO) documentation

0 / 5
Download checklist

Start gathering

0 of 17 required ready

Most required documents are not in place yet. Start with entity and ownership paperwork, which is usually the slowest to obtain, and use the download as your gathering list.

Planning tool only. Routefusion provides this tool for general informational and planning purposes only. It is not legal, regulatory, compliance, tax, or financial advice, and using it creates no advisory or fiduciary relationship.

Its outputs are directional and based solely on the information you entered. They are not a guarantee of eligibility, pricing, timelines, approval, or of any particular provider or banking partner outcome.

Document, payment, banking-partner, and regulatory requirements vary by jurisdiction and change over time. Any requirement, threshold, or timeframe referenced here is general guidance, not a statement of what any specific provider, bank, or regulator will require of you.

You remain responsible for your own compliance obligations. Consult your own qualified legal and compliance advisors before acting on any output of this tool.

Routefusion makes no warranties and accepts no liability for decisions made using this tool.

Download the full prep kit

  • Your ticked progress, filled into the real workbook
  • Where to find each document and what compliance teams do with it
  • The use case narrative template, with two worked examples
  • Common narrative mistakes and what to write instead

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Talk to a Routefusion expert

Tell us about your entity and your corridors and we will tell you what an application would actually need from you.

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How it works & FAQs

Who is this prep kit for?
Platforms and businesses applying for a non-resident USD account, especially those without a US entity. It is a document-gathering aid, not an application form.
Does this guarantee my application will be approved?
No. It tracks whether you hold the documents an application typically asks for. Eligibility, pricing, and approval are decided by the provider and its banking partners against their own criteria.
Is anything I tick saved or sent to Routefusion?
No. Your ticks stay in your browser and are never transmitted. The workbook is assembled on your own machine when you download it. Only the name and email you enter at the download step reach us.
Why are the guidance notes only in the download?
Requirements vary by provider, bank, and jurisdiction and they change over time. The notes are general guidance, so they belong in a document you can read in full with the disclaimer attached rather than as standalone claims on a web page.
What is the use case narrative and why does it matter?
A short, linear description of who pays whom, for what, and what happens to the funds. Compliance teams read it first, and an unclear one generates rounds of questions. The template and two worked examples are in the download.