People s Business CheckingSwitch Kit

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1 People s Business CheckingSwitch Kit Ready for a change? We can help make your switch to People s Business Checking easy! People s Bank recognizes that changing banks can be a frustrating challenge. Setting up new business accounts, changing automatic payments, ordering new checks and closing your old account can sometimes seem tedious. But, we have some steps and ready-to-use forms that can help make the transition as smooth as possible. After all, you want to start realizing all of the conveniences of banking with People s Bank, and enjoy the features of your new Business Checking account. Simply click on the 7 easy steps, print out the forms you need, and you are ready to go! We are committed to making your switch to People s Bank quick and simple.

2 People s Business Checking Switch Kit To help you make the Switch to People s Bank, follow the steps below: GET STARTED Click for form Complete the Business Organizer Worksheet enclosed to help gather all the necessary information to open your new People s Business Checking Account. Additionally, you will want to collect the appropriate documents and tax id for your business entity. The chart which follows this page will help you to determine what information you will need. OPEN A NEW PEOPLE S BUSINESS CHECKING ACCOUNT Click for form Be prepared with 2 forms of ID, one of which needs to be a primary, government issue picture ID (such as a driver s license or U.S. passport) and the other can be secondary, such as a major credit card. You can make your initial deposit with cash or check. Once your account is opened, make sure to record the routing number ( ) and account number to make your next steps easier. ORDER NEW PEOPLE S BANK CHECKS AND FORMS Click for form We make it easy for you to order your new checks and forms through Clarke American. Your People s Bank relationship manager can assist you with your check order to ensure your checks are processed and delivered quickly. Catalogs are available to review styles and packages. CHANGE ANY AUTOMATIC BILL PAYMENTS Click for form Do you have payments such as a utility bill, loan payment, or insurance premium - that are being automatically deducted from your old checking account each month? Use Automatic Payment Request Form enclosed to let these companies know that you have switched banks or you can contact the companies by phone to provide your new checking account number and People s Bank routing number ( ). Please allow sufficient time for your first automatic payment to be activated against your People s Plus Business Checking account. SIGN UP FOR ONLINE BANKING AND BILL PAYMENT Click for form Sign up for People s Online Banking so that you can review balances, make transfers, place stop payment and orders on check and pay bills. Simply log on to peoples.com, click on Login Now and then click on Become a People s Online User button on the top of your screen. Follow the instructions to create your business profile. Once you sign up for People s Online, don t forget to enter all of your merchant bill information to the add a merchant section. An Online Bill Payment Sign-Up List has been attached to help you collect all the necessary bill payment information. Your relationship manager will help you establish a secure Business Identification Number (BIN or PIN) allowing you to use People s Online. CHANGE YOUR MERCHANT SERVICES RELATIONSHIP Click for form Do you accept credit card payments? If so, you ll need to re-direct those daily deposits to your new People s Business Checking Account. And you may want to consider Global Payments the People s Bank preferred vendor for credit card processing. Global Payments has been providing People s Bank business customers with superior service and a full range of payment options since Switch by September 30, 2006 and Global Payments will waive the application fee ($90 Value) and the re-programming fee if you already own your own terminal ($50 Value). For more information, fill out the Global Payments Request for Information Form enclosed. CLOSE YOUR OLD ACCOUNT Once all your outstanding checks have cleared and all of your automatic bill payments have been activated for your new People s account, close your old business accounts.

3 Business Entity Tax ID Documents For Internal Use Only Sole Proprietor/DBA (Doing Business As) Social Security (SSN) or Com - 47 General Partnership Com - 48 Limited Partnership 1.) Copy of Certificate of Limited Partnership certified by Secretary of State Com ) Copy of Limited Partnership Agreement with all Amendments Limited Liability Partnership 1.) Copy of Certificate of Limited Liability Partnership certified by Secretary of State Com 48 2.) Copy of Limited Liability Partnership Agreement with all Amendments Limited Liability Company *Single Member LLC s can use a SSN or N/A Com 86 Corporation, Professional Corporation, Non-Profit Corporation N/A Com 52 Non-Profit Association Com 48 Tax Exempt Organization Com 48 Unincorporated Organization Com - 48 If you need to apply for an EIN go to or call and get a EIN immediately.

4 Organizer Worksheet Please tell us about the business Business Name: Tax Identification Number: Telephone: ( ) - Fax: ( ) - Business Address: City State: Zip: - Mailing Address: City State: Zip: - Date Business was established: What is your legal business entity? Sole Proprietor (or DBA) LLC Partnership Corporation Other What type of business do you operate (such as Manufacturer, Real Estate Agent, etc): How many employees do you have? None Paid (1-4) (5-9) (10-19) (20-99) (100+) What do you estimate your annual sales to be? $0 - $999,999 $1M - $9.9M $10M - $25M $25M+ Please tell us about the business current banking relationship(s) Bank Name: Number of Checking Accounts Average Monthly Balance $ Number of Savings Accounts Average Monthly Balance $ Please tell us about the account transaction needs 1. How many business accounts will you open with People s? 2. ACH (Automated Clearing House) transaction is an electronic debit or credit sent to your account. Do you plan to utilize this type of electronic service? Yes No 3. What do you estimate your deposit volume to be? Estimated Cash Volume Amount $ Frequency of Cash Deposits: Weekly Monthly Yearly 4. How many wire transfers do you estimate sending a month? Domestic International

5 Organizer Worksheet (Continued) Please tell us about the authorized signers on the account Please note - Signers will be asked to provide two forms of identification when the account is opened. Information about additional account signers

6 Organizer Worksheet (Continued) Information about additional account signers

7 Automatic Bill Payment Request Use this form to request the transfer of an automatic payment to your People s Business Checking Account, or to establish a new automatic payment. Complete this form for each automatic payment, and attach a voided check from your new People s Business Checking Account. Many companies also provide information on how to make a change to establish an automatic payment on their website or on their bill/statement. Please allow sufficient time for your first automatic payment to be activated against your People s Business Checking account. To Whom It May Concern: (Company Name) I am requesting my payment be automatically deducted from my People s Plus Business Checking Account. Merchant Name: Merchant Account Number: Effective immediately, please use the following People s Plus Business Checking Account information for my automatic payments. People s Business Checking Account # People s Bank Routing # If there are any questions regarding this request, you may contact me at the number listed below. Business Owner/Authorized Signer: Address: City: State: Zip: Business Phone: Date: Business Owner/Authorized Signer Signature:

8 Global Payments Yes, I m interested in learning more about Merchant Card processing services through People s Bank. Please have a Global Payments representative call to arrange for an appointment. Fill out the information below and return to your People s Bank relationship manager. Business Name: Contact Name: Address: Phone: Type of Business: Average Ticket: $ Annual Volume: $ Information Requested: Visa/MasterCard Check Guarantee Debit/Point-of-Sale ATM American Express For Branch Use Only Branch Name: Branch #: Bank Contact: Employee: Branch Phone: Branch Fax: FAX TO: Claire Burger at or MAIL TO: Claire Burger, Account Manager Global Payments, 2 Enterprise Drive Suite 408 Shelton, CT CALL: Reprogramming Fee will be waived if you already own your own terminal.

9 Online Bill Payment Merchant Sign-Up List Use this form to list the information for the merchants you wish to pay from your People s Business Checking Account using Online Banking. Once you sign up at peoples.com, enter your merchant information in the add a merchant" section. After you fill in this information, you will receive a confirmation from us, via , a few days later and the merchants will appear on the bill pay screen. Please have your current bill/statement handy to help you complete this information. Merchant Name Merchant Address: City: State: Zip: Merchant Phone #: Merchant Account Number: Merchant Name Merchant Address: City: State: Zip: Merchant Phone #: Merchant Account Number: Merchant Name Merchant Address: City: State: Zip: Merchant Phone #: Merchant Account Number: Merchant Name Merchant Address: City: State: Zip: Merchant Phone #: Merchant Account Number:

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