Get Eastern Officeconnectsm Application Optional Online ...

This guide provides comprehensive, step-by-step instructions for filling out the Eastern OfficeConnectSM Application online. Designed for users of all backgrounds, this resource will help you navigate each section of the form accurately and efficiently.

Follow the steps to complete your application seamlessly.

1. Click 'Get Form' button to obtain the application and open it in your preferred online editor.
2. In the 'Company Name' field, enter the name of your business as registered. This is crucial for ensuring that the application is connected to the correct entity.
3. Fill in the 'Administrator Name' with the person who will manage your OfficeConnect access. Ensure this person is authorized to handle your bank information.
4. Provide the 'Mailing Address' of the company. This address will be used for any correspondence regarding the application.
5. In the 'Administrator Email' field, input a valid email address for the administrator. This email will be used for important notifications and alerts.
6. Enter the 'Moving from TreasuryConnect ID' if applicable. This information may be required if you are transferring from another banking service.
7. Provide the 'Telephone #' and 'Fax #' contact details for the administrator. Accurate information will facilitate communication with the bank.
8. In the section for Eastern Bank Accounts, list all account numbers you wish to access through OfficeConnect. Designate which account will be your primary account responsible for fees.
9. Proceed to the optional Online Services sections and indicate whether you wish to enroll in any services, such as loan reporting or business bill payments, based on your needs.
10. Review all information entered for accuracy. Make any necessary adjustments to ensure all details are correct.
11. Once completed, save your changes. You will have options to download, print, or share the completed form as needed.

Complete your application online today to gain access to the benefits of Eastern OfficeConnect services.