Get Suntrust At Work Express Application - Pcms

Filling out the SunTrust At Work Express Application - PCMS online can be a straightforward process when guided properly. This document serves as a comprehensive guide to help you complete the application efficiently and accurately.

Follow the steps to fill out the SunTrust At Work Express Application - PCMS online.

1. Press the ‘Get Form’ button to access the SunTrust At Work Express Application - PCMS and launch it in your digital workspace.
2. Begin by entering your company name and the SunTrust at Work company ID number. For the example provided, you would input 'Rooms To Go' and '25066' respectively.
3. Select the account type you want to request, choosing between 'SunTrust at Work Solid Choice Banking' or 'SunTrust at Work Everyday Checking'.
4. Indicate your current account status by selecting whether you wish to convert an existing checking account or open a new checking account.
5. Fill in the application date to record when you are submitting this form.
6. Choose any account add-ons you would like to include, such as Online Banking or specific Check Cards like the SunTrust MasterCard Check Card.
7. Express your interest in receiving information related to financial management tools and resources by checking the relevant options.
8. Complete the client banking preferences section by selecting your preferred method of banking, whether online, at an ATM, or at the branch.
9. Provide information about additional savings or checking accounts you hold at other banks or credit unions.
10. List any loans you currently have at other institutions and your retirement or savings plans.
11. Indicate whether you anticipate any major financial events in the upcoming year and provide details if applicable.
12. Fill out the client information section, which includes your name, Social Security Number (SSN) or Tax Identification Number (TIN), date of birth, and current physical address.
13. Include your contact numbers: home, work, and cell.
14. If applicable, complete the non-resident alien information and any previous address details.
15. Enter your driver's license information along with the issue state, issue date, and expiration date.
16. State your annual household income by selecting one of the provided brackets.
17. Sign and date the application to authenticate your submission.
18. Once all fields are completed, save your changes, and consider downloading, printing, or sharing the form as needed.

Complete your SunTrust At Work Express Application - PCMS online today to take the first step towards managing your banking needs.