Get Cash Pro Online

Filling out the Cash Pro Online Authorization Form is a crucial step in managing your financial operations effectively. This guide will walk you through each section of the form, ensuring a seamless online completion process.

Follow the steps to complete the Cash Pro Online Authorization Form.

1. Press the ‘Get Form’ button to retrieve the Cash Pro Online Authorization Form and open it in your preferred editor.
2. In Section A, enter the client legal name, contact name, and full address, including phone number, email, city, state or province, and postal code. Ensure all fields are filled accurately.
3. Move to Section B and select 'Yes' or 'No' for strong authentication at login. If you select 'Yes', SafePass tokens will be required for all users accessing Cash Pro.
4. In Section C, choose the administration settings. Options include single admin with SafePass token, dual admin, or dual admin with SafePass token. Fill in the primary administrator's contact details, including name, phone number, email, street address, and token order quantity.
5. If applicable, add details for the secondary administrator, including their existing CashPro ID and contact information.
6. In Section D, indicate the level of authorization for Bank of America CashPro Online services by selecting the necessary actions and services needed.
7. Proceed to Section E if asset-based lending information is required. Complete the user information fields as necessary.
8. In Section F, select the corresponding services for account authorization, ensuring to specify account numbers and service types.

Take the next step in your financial management by completing the Cash Pro Online Authorization Form online now.