Schedule an Appointment by Location - Bank of America (2024)

Bank of America

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Let's discuss:
{selectedTopic} {selectedTopic}

Let's talk: In Person with{specialistName}
In person In Person with
{specialistName}
In person

Let's talk:
By Phone By Phone

Let's talk: In person with
{specialistName}
In person

We'll meet here:

We'll meet here: {selectedAddress}{city}, {stateCode} {postalCode} {selectedAddress}
{city}, {stateCode} {postalCode}

At this time: {selectedDate}{selectedTime}

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?

Enter ZIP code or city and state

The locations listed have a Merrill Financial Solutions Advisor ^TM available.

The locations listed have a Home Loans representative available.

The locations listed have a Small Business representative available.

Location	Distance	Specialists	Hours
{locNum} {address.addressLine} {address.city}, {address.state.code} {address.postalCode}	Distance: {distance}	Specialists: Home Loans Specialist Small Business Specialist Merrill Financial Solutions Advisor^TM Home Loans Specialist Small Business Specialist Merrill Financial Solutions Advisor^TM {name.firstName} {name.lastName} Mortgage Loan Officer Merrill Financial Solutions Advisor^TM 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}

Location

Distance

Specialists

Hours

{locNum}

{address.addressLine}
{address.city}, {address.state.code} {address.postalCode}

Distance: {distance}

Specialists:

Home Loans Specialist

Small Business Specialist

Merrill Financial Solutions Advisor^TM

Home Loans Specialist

Small Business Specialist

Merrill Financial Solutions Advisor^TM

{name.firstName} {name.lastName}

Mortgage Loan Officer

Merrill Financial Solutions Advisor^TM

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}

Location	Distance	Hours
{index} {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 12009 No 12009

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Where would you like to meet?

{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

Salesforce ID *

Enter Address

*required

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 timeframe.

Morning

{startTime} {startTime}

Afternoon

{startTime} {startTime}

Switch to a phone appointment

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Signing inSigning in lets us pre-fill some of your information to make scheduling your appointment even easier.

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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

Email address *

Re-enter email address *

Phone number * Enter only 10 digits.

999-999-9999

Would you like an additional reminder?

Text message Text message

Mobile Number * Enter only 10 digits.

999-999-9999

Consent to be contacted about this appointment

By selecting Next you agree that:

You may receive a call to discuss your financial needs and solutions related to this appointment, even if you have previously requested not to be contacted. We won’t call you for other marketing or solicitation purposes. Calls may be monitored or recorded to assure quality.
You may receive an appointment reminder by text from us that may be sent by an automatic phone dialing system. Data and message charges may apply.
Your agreement is not a condition of purchase.

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Get it on the App Store

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Or we can send you a link by email

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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}

On this date: {selectedDate}at {selectedTime}

We'll send reminders to:

Text: We'll send reminders to:

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.

Confirmation number:

{appointmentId}

Print Appointment

We'll discuss:

{selectedTopic}

Where:

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

Where:

Telephone Appointment

With:

{specialistName}

When:

{selectedDate}
{selectedTime}

Change Date & time

Reminder:

Text:

Name:

{prospectData.name}

What you'll need to have available

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Two forms of valid identification If you are changing the status of an account, view a list of required documents

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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Privacy
Security

If your appointment is with a Merrill Financial Solutions Advisor, you should be aware that a Merrill Financial Solutions Advisor can provide solutions that include FDIC insured deposit products with Bank of America and non-FDIC insured investment products from Merrill.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. You should review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor.

Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S", or "Merrill"), a registered broker-dealer, registered investment adviser, Member SIPClayer, and a wholly-owned subsidiary of Bank of America Corporation. MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America, N.A. and U.S. Trust Company of Delaware. Both are indirect subsidiaries of Bank of America Corporation.

Insurance Products are offered through Merrill Lynch Life Agency Inc. (MLLA), Bank of America, N.A. and/or Bank of America Insurance Services, Inc., all of which are licensed insurance agencies and wholly-owned subsidiaries of Bank of America Corporation.

Banking, credit card, automobile loans, mortgage and home equity products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.

Investment and insurance products:

Are not FDIC insured	Are not Bank Guaranteed	May Lose Value
Are not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation. Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender . Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.