Get Client Information Sheet Bank

Filling out the Client Information Sheet Bank online is a straightforward process that requires attention to detail. This guide will walk you through each section and field of the form, ensuring that you accurately complete it in a user-friendly manner.

Follow the steps to effectively complete the Client Information Sheet Bank online.

1. Use the ‘Get Form’ button to access the Client Information Sheet Bank and open it in your preferred digital editor.
2. Begin with the Company Information section, entering your legal name, DBA name, sales representative name, and the complete address, including city, state, tax ID number, and zip code.
3. Proceed to the Contact Information section. Fill out the first name, last name, phone number, fax number, title, and email address of the main contact person.
4. In the Payroll Information section, specify the payroll package type, number of employees, payroll frequency, first payday, and the start of the work week.
5. Complete the Employer on the Go section by indicating the services you require such as Workers Comp, Timekeeping, and others.
6. In the Bank Information part, provide the name and address of the bank, account number, routing number, and the source of the referral (e.g., inside sales, cold call, etc.).
7. Continue with the Landmark Payroll Services Agreement by filling in details such as federal ID number, EDD account number, and the names and contact information of the accounting and payroll contacts.
8. Review additional services selected, such as HR services, labor law posters, onboarding options, and any other needs.
9. Finally, ensure all necessary signatures are included where indicated and save your changes. You then have the option to download, print, or share the completed form.

Start filling out your Client Information Sheet Bank online today!