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How do I fill this out?
To fill out this form, start by completing the applicant section. Next, provide information about your financial institution and the account used for payroll. Finally, submit the form to your bank for completion.
How to fill out the Intuit New Customer Request for Bank Rating?
1
Fill out the applicant section with your business information.
2
Provide the necessary details regarding your financial institution.
3
Specify the accounts involved in payroll funding.
4
Ensure you get signatures from the required principals.
5
Submit the completed form to your financial institution.
Who needs the Intuit New Customer Request for Bank Rating?
1
New businesses needing to establish payroll accounts.
2
Accountants managing client payroll setups.
3
Financial institutions verifying client information.
4
HR departments onboarding new employees.
5
Payroll service providers handling payroll for clients.
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What are the instructions for submitting this form?
To submit the completed form, fax it to 775-996-7075, or email it to your designated financial institution's contact address. Ensure all required signatures are in place before submission. For physical submission, check with your bank for appropriate addresses.
What are the important dates for this form in 2024 and 2025?
Key dates for 2024 include January 15th for new submissions. In 2025, ensure forms are updated by February 1st. Regular updates may be necessary to maintain compliance.
What is the purpose of this form?
The purpose of this form is to collect necessary information from new customers seeking a bank rating from Intuit. Completing this form is crucial for establishing verified payroll accounts. It ensures that all parties involved have the necessary, accurate information for processes related to payroll services.
Tell me about this form and its components and fields line-by-line.
- 1. Federal Employer Identification Number (EIN): A unique number assigned to businesses for tax purposes.
- 2. Company Name: The legal name under which the business operates.
- 3. Financial Institution Name: The name of the bank or credit union used.
- 4. Financial Institution Contact Name: The primary contact person at the financial institution.
- 5. Financial Institution Contact Telephone Number: Phone number for the financial institution's contact.
- 6. Financial Institution Contact Fax Number: Fax number for the financial institution's contact.
- 7. Account #: The specific account number involved.
- 8. Acct Type: Type of the account (e.g. checking, savings).
- 9. Acct in the Name of: Name associated with the bank account.
- 10. Balance: Current balance of the account.
- 11. Payroll Account: Designated account for payroll processing.
- 12. Account Used to Fund Payroll: Account that funds the payroll account.
- 13. Other Relevant Account: Any additional accounts relevant to the application.
- 14. Signature of Principal 1: Signature of the first principal of the business.
- 15. Signature of Principal 2: Signature of the second principal, if applicable.
- 16. Printed Name: Printed name of the person signing.
What happens if I fail to submit this form?
Failure to submit this form may result in delays in payroll processing. Additionally, it can hinder the establishment of banking relationships necessary for business operations.
- Payroll Delays: Without timely submission, payroll processing can be delayed.
- Inaccurate Banking Information: Incomplete information may lead to errors in account verification.
- Compliance Issues: Failure to comply with banking requirements may lead to difficulties in managing finances.
How do I know when to use this form?
- 1. Setting Up Payroll: When a new business is establishing its payroll capabilities.
- 2. Updating Banking Information: When a business changes its financial institution.
- 3. Verifying Accounts: When the bank requires verification of account details.
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Is this form compliant with banking standards?
Yes, it is designed to meet standard banking requirements.
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