Get Customer Setup Form - Eastwest Bank

Filling out the Customer Setup Form is an essential process for establishing an account with EastWest Bank. This guide will walk you through each section of the form, providing clear instructions to ensure a smooth online submission experience.

Follow the steps to complete the Customer Setup Form seamlessly.

1. Press the ‘Get Form’ button to retrieve the Customer Setup Form and open it for editing.
2. Begin by filling out the Customer Profile section. Input the customer name, address, position, and department. Make sure to provide accurate details as these will be used for official correspondence.
3. For additional contact, list the contact person's name along with their telephone number and email address, ensuring that the information is current for effective communication.
4. If you are a PayrollAssist client, enter your mother account number and payroll schedule. Select the preferred file transmission method, whether it's monthly, bi-weekly, weekly, or on-call, and specify the relevant details.
5. For ChequePrepare clients, provide the funding account number and the check releasing schedule. Choose the specific days of the week and mode of releasing check—either returning it to the customer or through branches.
6. If applicable, complete the ChequeDepot section by filling in the depository account number.
7. For E-Disbursement clients, enter your funding account number in the designated area.
8. Add any special instructions pertinent to your account setup in the given field to ensure that all your requirements are noted.
9. List all users who will have access to the system. Include their last name, first name, middle initial, position, and email address for each individual.
10. Finally, the form requires the signatures of authorized signatories. Ensure they sign above their printed names before finalizing the form.
11. Once all information is completed, save your changes. You can then download, print, or share the Customer Setup Form as needed.

Complete your Customer Setup Form online today for a quick and efficient banking experience.