Get Business Online Banking Application And Maintenance Form

Completing the Business Online Banking Application And Maintenance Form online is a straightforward process that helps businesses gain access to essential banking services. This guide provides clear, step-by-step instructions to assist users in accurately completing the form.

Follow the steps to complete your online banking application form effectively.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In the 'Customer' section, fill out the details for 'New Application' or 'Change Request'. Include the company name, tax ID, mailing address, phone number, city, state, and zip code. Ensure all required fields are completed.
3. Specify the branch of the account associated with your application. If you are changing an existing account, provide the EIN or SSN as required.
4. Select the business type from the options available, such as Corporation, LLC, Sole Proprietorship, etc.
5. Indicate the desired Business Online Banking services you wish to enroll in, such as Online Bill Pay or ACH Origination. Note that additional fees and documentation may apply.
6. In the 'Senior Administrator' section, provide the primary user’s details including their name, SSN, email address, phone number, and date of birth. If replacing the current administrator, check the relevant box.
7. List any accounts associated with the application. For each account, specify the account number, account name, account type, and access level. Note that the primary account must have full access.
8. Sign and date the authorization indicating your consent to act on behalf of the company. Provide your printed name and title.
9. Once all sections are completed, review the form for accuracy. After finalizing, you can save changes, download, print, or share the form as needed.

Complete your Business Online Banking Application And Maintenance Form today to streamline your banking services.