Get Business Online Enrollment/maintenance Form

Filling out the Business Online Enrollment/Maintenance Form online is a straightforward process designed to facilitate your business banking needs. This guide will provide a detailed overview of each section of the form to ensure a smooth completion.

Follow the steps to complete your Business Online Enrollment/Maintenance Form.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editing application.
2. Begin by entering the required customer information, including Tax ID/SSN, business name, address, city, state, zip code, phone number, and email address. Ensure accuracy in these fields as they are essential for account processing.
3. Designate a primary contact for the account(s) by providing their name and contact details.
4. Choose the requested services by selecting the appropriate options and understanding any applicable fees. Services include Basic Business Online, Business Online with Cash Management, and Bill Pay options.
5. Acknowledge the E-statement by reading the agreement provided. Indicate your consent to receive electronic statements by checking the ‘I accept E-Statements’ box and providing your email address.
6. Complete the account information section by entering relevant account numbers and specifying user authorization flags as necessary.
7. Enter any authorized users along with their respective account numbers for those who will have full privileges on all accounts.
8. Review all entered information for accuracy before proceeding to the signature section. Make sure each individual required to sign has done so.
9. Once all steps are completed, save any changes made to the document and share it as needed. You can also download or print the finalized form for your records.

Complete your Business Online Enrollment/Maintenance Form online today to enhance your banking experience.