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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 Edge Financial Solutions AdvisorTM
Home Loans Specialist
Small Business Specialist
Merill Edge Icon
Merrill Edge Financial Solutions AdvisorTM
{name.firstName} {name.lastName}
Mortgage Loan Officer
Merrill Edge 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?

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Where would you like to meet?

Specialist Image 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.
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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}

Morning
{startTime} {startTime}
Afternoon
{startTime} {startTime}
You can make an appointment up to 14 days in advance.

You can make an appointment up to 12 months in advance.

You can make an appointment up to 14 days in advance.

You can make an appointment up to 12 months in advance.

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

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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}

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


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

Where:
Telephone Appointment
With:
Specialist Image

{specialistName}

When:
{selectedDate}
{selectedTime}
Reminder:

Text:
Name:
{prospectData.name}

What you'll need to have available

Two forms of valid identification

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.
  • Drivers license
  • U.S. state-issued ID
  • U.S. driver's permit
  • U.S. Military ID Common Access Card (CAC)
  • United States Armed Services ID
  • United States Armed Services ID
  • United States state, or local government issued identification card(U.S. passport)
  • Canadian Citizenship Certificate Card
  • U.S. Alien Registration Receipt Card - Form I-551
  • Canadian Citizenship Certificate Card
  • U.S. Alien Registration Receipt Card - Form I-551
  • U.S. Nonimmigrant Visa and Border Crossing Card - DSP-150
  • Foreign passport with or without passport Visa
  • INS Employment Authorization Card - Form I-766 or I-688
  • Mexican Consular ID Card
  • Dominican Republic Consular ID
  • Colombian Consular ID
  • Guatemalan Consular ID Card
  • Bank of America branded debit card or credit card
  • Bank of America debit card, ATM card, or credit card
Secondary ID List (doesnot include photo)
You may only use one of these in conjunction with a Primary ID.
  • Major credit card from another financial institution (including American Express®, Visa®, MasterCard®, Novus/Discover®) (with or without photo)
  • Major retail credit card from a nationally well-known department store or other nationally well known retail company (with or without photo)
  • Debit card (check card) with Visa or MasterCard logo from another financial institution (with or without a photo)
  • U.S. college/university ID--validated for current term or school year (with photo)
  • U.S. student ID card from a local high school validated for current school year (with/without photo)
  • U.S. issued employment/work ID card or badge (with/without photo)
  • U.S. issued employment/work ID card or badge (with/without photo)
  • Account Opening: Can be accepted at both offsite and financial center locations
  • U.S. driver's license (without photo)
  • U.S. Dept of State Diplomat driver's license (with photo)
  • Foreign driver's license (such as Brazil, France) (with photo)
  • Mexican driver's license (with photo)
  • Canadian driver's license (with photo)
  • Indian Tribal ID from a local reservation (with or without a photo)
  • Mexican Voter Registration Card (with photo)
  • AARP Card
  • Current lease agreement (must contain name and current address)
  • Current Property Tax Statement
  • Current utility bill (must contain name and current address)
  • Current vehicle registration
  • Department of Correction ID
  • Driver's permit (temporary or beginner's) from any state (without photo)
  • Health insurance card
  • Hong Kong Travel Document
  • Membership card (BJ's, COSTCO, Auto Club)
  • Sheriff's card
  • Social Security card
  • U.S. state or local government-issued license, permit or ID (examples: fishing, hunting, or gun permit)
  • Union card
  • United States Armed Services ID (without photo)
If you are changing the status of an account, view a list of required documents
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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