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Let's discuss:
{selectedTopic} edit what would you like to meet with us {selectedTopic}
Let's talk: In Person with
{specialistName}

In person
edit how would you like to meet with us
In Person with
{specialistName}

In person
Let's talk:
By Phone edit how would you like to meet with us By Phone
Let's talk: In person with
{specialistName}

In person
We'll meet here:
We'll meet here: {selectedAddress}
{city}, {stateCode} {postalCode}
edit where would you like to meet with us
{selectedAddress}
{city}, {stateCode} {postalCode}

Where would you like to meet?

Meet a Financial Solutions Advisor

Meet a Home Loan Specialist

Where would you like to meet?

Meet a Small Business Specialist

Where would you like to meet?

The locations listed have a Home Loans representative available.
The locations listed have a Small Business representative available.
LocationDistanceSpecialistsHours
Location pin image {locNum}
{address.addressLine}
{address.city}, {address.state.code} {address.postalCode}

Map & directions to, {address.addressLine}, {address.city}, {address.state.code} {address.postalCode}
Distance: {distance}Specialists:
{name.firstName} {name.lastName} image
{name.firstName} {name.lastName} image
{name.firstName} {name.lastName} image
Home Loans Specialist
Small Business Specialist
Merrill Financial Solutions AdvisorTM
Home Loans Specialist
Small Business Specialist
Merill Edge Icon
Merrill Financial Solutions AdvisorTM
{name.firstName} {name.lastName}
Mortgage Loan Officer
Merrill Financial Solutions AdvisorTM
NMLS ID: {localIdentifier}
Small Business Specialist
Hours:
{modifiedWorkingHours}
Select this location Select this specialist {name.firstName} {name.lastName} at, {address.addressLine}, {address.city}, {address.state.code} {address.postalCode}
LocationDistanceHours
Location pin image {index}
{address.addressLine}
{address.city}, {address.state.code} {address.postalCode}

Map & directions to, {address.addressLine}, {address.city}, {address.state.code} {address.postalCode}
Distance: {distance}Hours:
{modifiedWorkingHours}
Select this location at, {address.addressLine}, {address.city}, {address.state.code} {address.postalCode}

Would you like to meet with a specific banker?

Yes No

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Where would you like to meet?

Specialist Image
{specialistName}
Small Business Banker
{specialistName} is your dedicated small business banker who is committed to understanding the goals of your
business as well as your personal banking needs and will help you achieve your financial objectives.
Enter Salesforce ID

Enter Address
*required

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Select a specialist

Who would you like to meet at:  {selectedLocation.addressLine}, {selectedLocation.city}, {selectedLocation.state.code}, {selectedLocation.postalCode}
{name.firstName} {name.lastName}
{teamIdentifier}
I'd prefer to have my appointment in

When would you like us to call?

When would you like to meet?

Now select a time. {timeZone}

You may receive a call from an Associate at any point during your selected phone appointment time frame.

Morning
{startTime} {startTime}
Afternoon
{startTime} {startTime}

We'll confirm your appointment by email.

We'll send you an email confirmation as well as reminder the day before your appointment. Let us know what email address and phone number you'd like us to use.

If we need to reach you regarding this appointment, we'll use these:

*required fields

999-999-9999

Would you like an additional reminder?

 

999-999-9999

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Download the Bank of America App

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Get it on the App Store
Download the Bank of America App

Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their policies.

Or we can send you a link by email

Please enter a valid email address

Apple, the Apple logo, iPhone, iPad, Apple Watch and Touch ID are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.

Get it on Google Play
Download the Bank of America App

Before you leave our site, we want you to know your app store has its own privacy practices and level of security which may be different from ours, so please review their policies.

Or we can text a download link directly to your phone

Please enter a phone number

By providing your mobile number you are consenting to receive a text message. Text message fees may apply from your carrier. Text messages may be transmitted automatically.

Android is a trademark of Google Inc. Samsung is a registered trademark of Samsung Electronics Co., Ltd.

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Learn more about mobile banking options and supported devices

We've sent you a download link

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Let's discuss: 

Let's discuss:  {selectedTopic} Let's discuss:  {selectedTopic}

Let's talk:

Let's meet here: {selectedAddress}
{city}, {stateCode} {postalCode}

{selectedAddress}
{city}, {stateCode} {postalCode}

Is there anything else you'd like us to know?

Let us know if there's something that would help us prepare for your appointment.

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Confirmation number:
{appointmentId}
We'll discuss:
{selectedTopic}
  • {0}
Where:


{selectedAddress}
{city}, {stateCode} {postalCode}

Where:
Telephone Appointment
With:

{specialistName}

When:
{selectedDate}
{selectedTime}
Reminder:

Text:
Name:
{prospectData.name}

What you'll need to have available

Depending on the type of change you would like to make to your existing account, the bank will require legal documentation that provides proof of the change in order to update the status of the account. Below is a list of frequently made changes along with acceptable documentation to support the change.

Primary ID List (must include photo)
You must have at least one from this list.
    Secondary ID List (doesnot include photo)
    You may only use one of these in conjunction with a Primary ID.
        Personal Name
        • Personal Name
        • Marriage certificate,Divorce decree (including name change),Adoption certificate,Legal court order of name change
        Business Name/Name of Entity
        • Business Name/Name of Entity
        • Legal documentation for the business showing the name change and the effective date,Articles of Incorporation,Certificate of Good Standing,Partnership Agreemente
        Business Name/Name of Entity
        • Business Name/Name of Entity
        • Birth certificate,Divorce decree (including name change),Driver's license,Passport
        Identification Number
        • Identification Number
        • Social Security card,Employer Identification Number (EIN) documentation
        Evidence of Legal Status (business)

        Official documentation that the business entity exists, such as corporate formation documents or articles of incorporation, partnership agreements or trust documents

        Expiration Date of ID
        Newer or updated information, such as:
        • Expiration Date of ID
        • Newer or updated information, such as:
        • Marriage certificate,Divorce decree (including name change),Adoption certificate,Legal court order of name change
        Personal Name
        • Personal Name
        • Driver's license,Passport,Business license,Certificate of good standing,Partnership agreements,Trust documents,Articles of Incorporation
        Country of Citizenship
        • Country of Citizenship
        • Birth certificate,U.S. Citizenship Declaration,Passport
        Place of Legal Formation

        Official documentation that the business entity exists, such as corporate formation documents or articles of incorporation, partnership agreements or trust documents

        Legal Entity Type

        Evidence of legal status (for example, partnerships should present partnership agreements, trusts should provide trust documents, and corporations should present corporate formation documents or articles of incorporation)

        Note: If you are conducting business on behalf of a family member, you will need supporting documentation such as a birth or death certificate. If you plan to discuss a joint account, a business account or a customer name change, please bring the appropriate documentation (for example, marriage license, Divorce Decree, Legal Change of name decree).

        For notary appointments: You're required to sign the documents in the presence of the notary, even if you had signed them before. Make sure you bring a valid ID for verification and all relevant pages of the document to be signed. Bank of America cannot notarize foreign language or mortgage loan documents. Restrictions on other documents may apply.

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