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Get Cashpro Online Authorization Form 2020-2026
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How to fill out the CashPro Online Authorization Form online
Filling out the CashPro Online Authorization Form is essential for establishing your online banking service with Bank of America. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to complete the form successfully
- Click ‘Get Form’ button to access the CashPro Online Authorization Form and open it in your preferred editor.
- In Section A, provide your client legal name, contact name, address, phone number, email, city, state or province, and postal code. Ensure all fields are completed as they are required.
- Move to Section B and indicate your preference regarding strong authentication at login by selecting ‘Yes’ or ‘No’.
- In Section C, choose your administration settings by selecting either 'Single Admin with SafePass Token' or 'Dual Admin' or 'Dual Admin with SafePass Token'. Fill in the details for Primary Administrator #1, including action, name, phone number, email, street address, state/province, and token order.
- If applicable, fill in the details for Primary Administrator #2, including existing CashPro ID, extension, quantity, country, postal code, shipping option, action, name, phone number, email, street address, state/province, and token order quantity.
- Advance to Section D to authorize Bank of America CashPro Online services. For each service listed, select 'Yes' or 'No' as appropriate. Make sure you indicate your choices concerning ACH, foreign exchange, and any other listed services.
- Continue to fill out Section E regarding Asset Based Lending by selecting your actions, and providing the necessary user information for up to six users.
- In Section F, complete the Payment Services Account Authorization by selecting appropriate actions for each service and providing required account details.
- Review Section G to confirm your understanding of client authorization and strong authentication procedures. Provide your organization/client legal name, authorized signature, date, print name, and title.
- Once you have completed all sections of the form, save your changes. You may choose to download, print, or share the form as needed.
Complete your CashPro Online Authorization Form online today!
You can contact Bank of America CashPro customer service by calling the dedicated number found on the CashPro Online portal. Additionally, you can use the secure messaging feature within your account for assistance. If you need help with the CashPro Online Authorization Form, don't hesitate to reach out to them for guidance.
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