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set up appointment with bank of america

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Get it on the App Store
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

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

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.

Get the mobile banking 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 polices.

Continue

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Источник: mynewextsetup.us

Banking By Appointment Across Every Channel

Provide both remote and in-branch appointments

Now more than ever, customers still need to interact with a professional they trust before making important financial decisions. In fact, according to Deloitte, customers prefer branches over digital channels when opening new accounts for both simple (such as savings accounts and debit cards) and complex products (such as loans). Providing the right resource is critical when your customers need assistance, whether it’s by phone or in the branch. But in today’s climate, which is likely to be our ‘new normal’ for quite some time, accessing those knowledgeable resources is no longer as simple as walking into the branch.

Let&#;s Find Time to Talk

Intelligent appointment scheduling that
drives measurable growth for your business

Based on nearly 20 years of experience, and our best practices resulting from hundreds of successful implementations, Engageware&#;s Essential Banking Package is everything you need to get up and running in just days, helping you manage to the current moment, while also preparing your bank or credit union for future success.

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Omnichannel Scheduling

Schedule appointments from your website, marketing emails, and social media channels

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Virtual Integrations

Make it easy to meet with customers from anywhere by offering appointments remotely

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Employee Mobile App

View upcoming appointments and check-in visitors through the employee Concierge Mobile app

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Notifications &#; Reminders

Send email notifications and reminders to boost show rates

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Appointment Analytics

View detailed, actionable insights about your appointment activity

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Scalable &#; Secure

Unparalleled security combined with % uptime for reliability you can count on

More Ways to Cost Justify Appointment Scheduling to Drive Growth

We’ve entered into the appointment-setting economy and the pace of change will continue. Leaders at banks and credit unions are seeing immediate results and customer benefits with banking-by-appointment.

Learn how banking-by-appointment has shifted from a nice-to-have to an operational requirement driving ROI and improved customer experience.

Get your copy

Provide Fast, Frictionless, and Safe Service

Given the recent history of branch lobbies being closed to walk-in service, many customers were confused about how to engage with their bank. Online appointment scheduling is an easy to deploy call-to-action that can quickly be placed on your website, and communicated via marketing emails or your bank’s social media channels.

Ready to get started? Talk to a Scheduling Expert Today

Book a Meeting with a Specialist

Reduce Call Center Stress

Allowing customers to book appointments online reduces unnecessary demands on your call center staff. By giving Call Center reps the ability to instantly schedule customer appointments in-branch, by phone, or virtually with the right banking professional, your institution can accelerate its response and maintain a high level of service while preserving customer trust. These steps can also reduce time on-hold and improve call resolution results.

Why Engageware?

Engageware has been the leader in appointment-driven banking for nearly 20 years, serving hundreds of leading banks and credit unions. Now more than ever, you need an experienced partner to help you make this transition quickly and without jeopardizing customer satisfaction and loyalty. Successfully deploying and managing your appointment scheduling solution is critical to ensuring that you—and your customers—get the most from your investment.

No other vendor has the experience and expertise to get you up and running quickly with a simple but proven solution, while also providing you room to grow and customize your appointment strategy in the future. With industry-leading, % uptime reliability and unmatched privacy and security safeguards, it’s no wonder 10 out of the nation’s top 20 banks and financial institutions trust Engageware.

Источник: mynewextsetup.us

Making updates to your account is simple

In most cases, a brief financial center appointment is all you need

When you've experienced an event that requires updating a name or changing the account owner and/or payable on death (POD) beneficiary layer on your account, we're here to make the process as easy as possible. Visit your local financial center with your documents and we'll make the update.

Before you schedule your financial center appointment

Tell us what type of account you have and what changes you need to make — we'll tell you what documents and information you need to bring to your appointment so we can quickly update your accounts.

If you don't live near a financial center, please call us at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., all times ET).

A POD account is payable on your death (or the death of the last surviving co-owner) to one or more payees named in the title of the account. When the title of an account includes language like "in trust for (ITF)," "transfer on death (TOD)" or similar language, the account is treated as a POD account. You may change, add or remove the name of any payee or beneficiary anytime by visiting a financial center and providing us with proper written notice. Generally, the payee or beneficiary must survive all owners in order to receive their share of funds from a POD account.

What type of account do you have?

(Select one)

If you are a Private Bank client:
Please contact your client team:

If you are a Merrill Lynch client:
Please contact your Financial Advisor:

You need to update a name on your account

 (make a different change)

In order to update a name on your Bank of America account, you'll need to schedule an appointment in a financial center and bring:

  • A valid government-issued photo ID
  • One of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate

If there are multiple owners on the account, all account owners will need to be present at the financial center appointment and bring valid government-issued IDs.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to add or remove an owner on your account

 (make a different change)

In order to add or remove an owner on your Bank of America account, you'll need to schedule an appointment in a financial center.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to add, remove or update a payable on death (POD) beneficiary on the account

 (make a different change)

The beneficiary on a payable on death (POD) account (sometimes referred to as a Totten trust or an in trust for account) is a person (or persons) who will take ownership of the account funds upon the account owner’s death.

In order to add, remove or update a payable on death (POD) beneficiary on your Bank of America account, you can visit the Your Beneficiary self-service pages, you will need the following information about the beneficiary:

  • Name and country of citizenship, date of birth, and either (a) Social Security number or (b) current address.

If you’re updating a retirement account or you prefer to meet with us in person, you can schedule an appointment. You can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to update a name and add or remove an owner on your account

 (make a different change)

In order to update a name and add or remove an owner on your Bank of America account, you'll need to schedule an appointment in a financial center.

For updating a name, you'll need to bring one of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to update a name and add, remove or update a payable on death (POD) beneficiary on the account

 (make a different change)

In order to update a name and add, remove or update a payable on death (POD) beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center and bring the following:

  • A valid government-issued photo ID
  • One of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate
  • The following information about the POD beneficiary: legal name, country of citizenship, date of birth and either the beneficiary's Social Security number or current address

If you're updating a retirement account, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to add or remove an owner and add, remove or update a beneficiary on your account

 (make a different change)

In order to add or remove an owner and add, remove or update a beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

For updating a beneficiary, you'll need to bring the following information about the beneficiary: name and country of citizenship, plus either (a) Social Security number or (b) date of birth and current address.

If you're updating a retirement account, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to update a name, add or remove an owner and add, remove or update a payable on death (POD) beneficiary on the account

 (make a different change)

In order to update a name, add or remove an owner and add, remove or update a payable on death (POD) beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center and bring the following:

For updating a name, you'll need to bring one of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

For updating a payable on death (POD) beneficiary on your Bank of America account, you'll need to bring the following information about the POD beneficiary: legal name, country of citizenship, date of birth and either the beneficiary's Social Security number or current address.

If you're updating a retirement account, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

We can help you add or remove an authorized signer on your account

 (make a different change)

In order to add or remove an authorized signer on your Business Advantage account, you'll need to schedule an appointment in a financial center and bring a government-issued photo ID for all existing and new authorized signers/owners. The documents you need to bring depend on the type of business you have.

For a corporation, limited liability company (LLC) unincorporated association or non-business you'll need to provide meeting minutes signed by the secretary (or, for an LLC, signed by the managers for manager-managed or by the members for member-managed). A sole proprietor must initiate all signer changes for the business accounts. For a general or limited partnership, please contact small business customer service at (Mon-Fri 8 a.m p.m. ET).

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact small business customer service at (Mon-Fri 8 a.m p.m. ET) for information on how to make this change to your account.

A POD account is payable on your death (or the death of the last surviving co-owner) to one or more payees named in the title of the account. When the title of an account includes language like "in trust for (ITF)," "transfer on death (TOD)" or similar language, the account is treated as a POD account. You may change, add or remove the name of any payee or beneficiary anytime by visiting a financial center and providing us with proper written notice. Generally, the payee or beneficiary must survive all owners in order to receive their share of funds from a POD account.

You need to update a name on your account

In order to update a name on your Bank of America account, you'll need to schedule an appointment in a financial center and bring:

  • A valid government-issued photo ID
  • One of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate

If there are multiple owners on the account, all account owners will need to be present at the financial center appointment and bring valid government-issued IDs.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to add or remove an owner on your account

In order to add or remove an owner on your Bank of America account, you'll need to schedule an appointment in a financial center.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to add, remove or update a payable on death (POD) beneficiary on the account

The beneficiary on a payable on death (POD) account (sometimes referred to as a Totten trust or an in trust for account) is a person (or persons) who will take ownership of the account funds upon the account owner’s death.

In order to add, remove or update a payable on death (POD) beneficiary on your Bank of America account, you can visit the Your Beneficiary self-service pages, you will need the following information about the beneficiary:

  • Name and country of citizenship, date of birth, and either (a) Social Security number or (b) current address.

If you’re updating a retirement account or you prefer to meet with us in person, you can schedule an appointment. You can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to update a name and add or remove an owner on your account

In order to update a name and add or remove an owner on your Bank of America account, you'll need to schedule an appointment in a financial center.

For updating a name, you'll need to bring one of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to update a name and add, remove or update a payable on death (POD) beneficiary on the account

In order to update a name and add, remove or update a payable on death (POD) beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center and bring the following:

  • A valid government-issued photo ID
  • One of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate
  • The following information about the POD beneficiary: legal name, country of citizenship, date of birth and either the beneficiary's Social Security number or current address

If you're updating a retirement account, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to add or remove an owner and add, remove or update a beneficiary on your account

In order to add or remove an owner and add, remove or update a beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

For updating a beneficiary, you'll need to bring the following information about the beneficiary: name and country of citizenship, plus either (a) Social Security number or (b) date of birth and current address.

If you're updating a retirement account, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

You need to update a name, add or remove an owner and add, remove or update a payable on death (POD) beneficiary on the account

In order to update a name, add or remove an owner and add, remove or update a payable on death (POD) beneficiary on your Bank of America account, you'll need to schedule an appointment in a financial center and bring the following:

For updating a name, you'll need to bring one of the following: marriage certificate, divorce decree indicating name change, court order of name change or adoption certificate.

When adding an owner, all account owners will need to be present at the appointment and bring a valid government-issued photo ID. During your appointment, you may want to ask the bank associate about the advantages of bringing the added owner's other bank relationships to Bank of America.

When removing an owner, bring a valid government-issued ID to your appointment. (In the event of a deceased account owner, you'll need to notify estate services of the deathnotify estate services of the deathnotify estate services of the death.) If all account owners are unable to be present at the appointment, make sure they're aware that they will need to visit a financial center to complete the process.

For updating a payable on death (POD) beneficiary on your Bank of America account, you'll need to bring the following information about the POD beneficiary: legal name, country of citizenship, date of birth and either the beneficiary's Social Security number or current address.

If you're updating a retirement account, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact customer service at (Mon-Fri 7 a.m p.m. or Sat-Sun 8 a.m p.m., ET) for information on how to make this change to your account.

We can help you add or remove an authorized signer on your account

In order to add or remove an authorized signer on your Business Advantage account, you'll need to schedule an appointment in a financial center and bring a government-issued photo ID for all existing and new authorized signers/owners. The documents you need to bring depend on the type of business you have.

For a corporation, limited liability company (LLC) unincorporated association or non-business you'll need to provide meeting minutes signed by the secretary (or, for an LLC, signed by the managers for manager-managed or by the members for member-managed). A sole proprietor must initiate all signer changes for the business accounts. For a general or limited partnership, please contact small business customer service at (Mon-Fri 8 a.m p.m. ET).

Schedule an appointmentSchedule an appointmentSchedule an appointment

Don't live near a financial center? Please contact small business customer service at (Mon-Fri 8 a.m p.m. ET) for information on how to make this change to your account.

Expand all panels
Common questions you may have

How do I change my name or title on my account?

To change your name or title: Bring a government-issued photo ID plus any additional documentation specific to your situation to any Bank of America financial center. An associate will give you forms to complete and will assist you with obtaining a new debit card and/or credit card.

If you are a co-owner or authorized user on the account: Please note that in order for us to update your name, the account owner (or other co-owners) must accompany you to the financial center.

If you have a name change due to:Please bring your government-issued photo ID and the following documentation:
Legal name misspelling on your accountBirth certificate
MarriageMarriage certificate
DivorceDivorce decree indicating name change
Court order of name changeCourt order of name change
AdoptionAdoption certificate

If you don't live near a financial center, please contact customer service at (Mon-Fri 7 mynewextsetup.usm. or Sat-Sun 8 a.m p.m., ET). Find a financial centerFind a financial centerFind a financial center

I just got married. How do I add a spouse to my account?

To add a spouse to an account, schedule an appointmentschedule an appointmentschedule an appointment to visit your local financial center. Be sure to bring a valid government-issued ID and your marriage certificate. If there are multiple owners on the account, all account owners will need to be present at the financial center appointment and bring valid government-issued IDs.

In addition to updating your current account, we can help you if you would like to open a joint checking accountopen a joint checking accountopen a joint checking account. We can also assist you with updated account and safety deposit box agreements.

If you have a Bank of America retirement account and want to update your beneficiary, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

If you need to update your insurance policy beneficiary declarations, please contact Merrill Lynch at

I just got divorced. How do I update my account?

To make changes to your account or to close your account, schedule an appointmentschedule an appointmentschedule an appointment to visit your local financial center. Be sure to bring a valid government-issued ID and a copy of your divorce decree. If there are multiple owners on the account, all account owners will need to be present at the financial center appointment and bring valid government-issued IDs. In addition to updating your current account, we can also assist you with updated account and safety deposit box agreements.

If you have a Bank of America retirement account and want to update your beneficiary, you can download and complete a Bank of America IRA beneficiary change formBank of America IRA beneficiary change formBank of America IRA beneficiary change form (PDF, requires Adobe Reader layerAdobe Reader layerAdobe Reader layer) prior to your appointment. (Note: It is not necessary for the beneficiary to attend the financial center appointment.)

If you shared an Online Banking sign-in with your spouse, you may want to update your Online ID and/or Passcode. To do this, simply sign in to Online Bankingsign in to Online Bankingsign in to Online Banking and select Change my Online ID or Change my Passcode from the Help & Support menu.

You should review any power of attorney documents you have to see if any changes are necessary.

If you need to update your insurance policy beneficiary declarations, please contact Merrill Lynch at

Email Icon

Update your address, phone or email

Keep your important details up to date so you never miss an important alert or notice — and to help us reach you quickly if we notice unusual activity or suspect fraud. You can manage these details easily in Online and Mobile Banking:

  • Primary and account addresses
  • Phone numbers
  • Email addresses
  • Contact preferences
Источник: mynewextsetup.us

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Our Grand Illumination invites the community back to our campus all season long. Stroll our campus, enjoy the lights and decorations and take family photos from November 28th until New Years.

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Meet VANA (Video Advisor Network Associates), our Video Advisor service that provides members with a virtual face-to-face experience. This new service uses face-to-face video technology to connect members with one of American Heritage’s VANA representatives.

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Welcome Viriva Members!

We are excited to welcome over 8, Viriva Community Credit Union members to our family. Viriva members overwhelmingly voted to merge with American Heritage. Click the button below to learn more about the merger and important information about your new accounts and services.

Learn More about the Viriva Merger

Our New Warminster Branch is Now Open!

The Warminster branch will extend American Heritage’s presence and convenience in the Bucks County region. Learn more about this location, services offered, hours of operation, contact information and more here!

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Mortgage and Realty Offers for First-Time homebuyers!

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What is the benefit of scheduling an appointment online?

Scheduling an appointment offers you a convenient way to save time and make the most of your meeting with us. Scheduling an appointment allows you to:

  • Speak to a specialist at a time that works for you - without waiting in line
  • Tell us in advance what you'd like to talk about so that we can prepare
  • Make sure there's a specialist at the financial center who can answer your questions

Can I still go directly to my financial center and meet with an associate without making an appointment?

Yes, you can visit a financial center without an appointment.

My topic isn't listed here. Can I still make an appointment?

Yes. If your specific need isn't listed, please choose the topic that's most similar. You can also use the comments section to include more detail about what you'd like to discuss.

Visit our frequently asked questions for more information on scheduling an appointment.

Источник: mynewextsetup.us

What Is the Bank of America Cashier&#;s Check Fee?

Banking / Checking Account

Roman Tiraspolsky / mynewextsetup.us

With a Bank of America checking account, you have access to financial products, including cashier’s checks. You might need a cashier’s check for a large transaction in which a guaranteed form of payment is requested, like buying a house or a car.

Although some banking institutions will issue cashier’s checks if you don’t bank with them, Bank of America issues them only to account holders — depending on the type of account they have, they might have to pay a $15 fee. Find out how much you’ll pay for a Bank of America cashier’s check, how to get one, how to avoid getting scammed and why you might need a cashier’s check instead of another kind of guaranteed check.

How To Get a Bank of America Cashier’s Check

Because a bank — instead of an individual — guarantees cashier’s checks, they are typically considered safe. When a customer requests a cashier’s check from a bank, the bank first ensures the customer has enough in their account to cover the check, then freezes the funds until the payee cashes the check.

To get a cashier’s check you will need to visit your nearest branch and provide the teller with your ID, bank account information, exact amount of the check and name of the payee. The teller will print the check and sign it, and you’ll need to pay the cashier’s check fee unless you are enrolled in Bank of America’s Preferred Rewards program. Once you pay the fee you can take the check and present it to the payee.

BofA’s Cashier’s Check Fee

Bank of America offers cashier’s checks to all customers with a checking or savings account for a $15 fee. If you are enrolled in Bank of America’s Preferred Rewards program, however, you’ll get cashier’s checks for free. If you do have to pay the fee, Bank of America’s cashier’s check fee is in the middle for the industry — Wells Fargo and Citibank charge $10 and also offer cashier’s checks for free on certain accounts. Capital One charges $20 for an online purchase with overnight shipping or $10 in-branch, but has no waiver.

How Cashier’s Checks Differ From Other Guaranteed Checks

Cashier’s checks are different from money orders and certified checks. A certified check is a personal check that the bank certifies and signs as a guarantee that you have the funds in your account and that your signature is genuine.

Like cashier’s checks, money orders are prepaid — you can get them from financial institutions, post offices and even some retail stores like Walmart. A money order, however, is limited to $1, or less. If you need to pay for something that costs more than $1, and the payee wants a guaranteed form of payment you’ll likely need a cashier’s check.

How to Avoid Cashier’s Check Fraud

Because cashier’s checks are generally trusted, they are frequently used in scams. Although you can usually withdraw funds from a deposited cashier’s check quickly, if the check ends up being fraudulent you’ll be responsible for paying the money back to the bank.

Be careful about accepting a cashier’s check from a stranger, even one issued by Bank of America or another trusted bank. To cut down on the likelihood of getting a bad cashier’s check, follow these steps:

  • If possible, ask for a cashier’s check drawn on a bank with a branch near you.
  • Call or visit the bank on which the check is written to find out if it is genuine.
  • Know the difference between funds being available for withdrawal from your account and the cashier’s check actually clearing. Some banks are required by law to make funds available to customers even if the check hasn’t cleared.

Information is accurate as of Nov. 16,

About the Author

Valerie Smith is a writer based in Southern California, specializing in legal, real estate, finance, and aviation topics. Valerie is a commercial pilot, FAA licensed aircraft dispatcher, FAA licensed Advanced and Instrument Ground Instructor, California real estate broker, and certified paralegal. Her work has appeared in numerous publications in print and online. A life-long California resident, Valerie holds a Bachelor of Arts degree from San Diego State University and attended Sheffield School of Aeronautics.

Источник: mynewextsetup.us

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