Business Banking Switch Kit
Ready to make the switch to National Bank of Arizona?
Let’s Get Started
We know that the process of switching banks isn’t always easy, which is why we put together this handy switch kit. If you have any questions along the way, don’t hesitate to contact us – we’re here to serve you.
Welcome to National Bank of Arizona.
Open your new National Bank of Arizona business account
Review the business checking account options available, visit HERE. Once you’ve decided which account is right for your business, please gather your business organization documents for your meeting with a banker.
In addition, we will need to collect identification and other information from all the business owners and potential new account signers. When you’re ready, visit any National Bank of Arizona branch to open your new account.
Enroll in Digital Banking
Speak with your banker about enrolling in Digital Banking for 24-hour access to your money using your computer or mobile device.
Update your payroll process
Provide your payroll processor with your new National Bank of Arizona account and routing number, 122105320. If needed, your new banker will be happy to assist you with this.
Transfer your automatic and online payments
Provide any vendors, utility companies, property management companies or insurance companies with your new National Bank of Arizona account and routing number.
Be sure to check with each company to make sure they do not have any additional requirements for changing automatic payments.
Close your old account(s)
Once you have completed all the steps above, you can close your previous account(s).
Balance your old account(s) and let outstanding items clear. Allow up to 10 business days for all outstanding items to clear, including checks, debits and online payments.
Instruct your previous bank on how and where to send a check for any remaining balances.
Securely dispose of or destroy any checks, debit cards or credit cards related to your old account(s).
Make the Switch Online
Be ready for your meeting with a banker. Download our simple to use check list and get started.
Required Documentation to Establish New Account
Corporation or LLC
- Articles of organization and verification of officers filed with the state
- Business License or State Trade Name Certificate
- If your business is a disregarded entity, please provide a W9 for the parent entity
- Identification, phone number and tax ID for all account owners and signers
Partnership
- Signed partnership agreement
- Identification, phone number and tax ID for all account owners and signers
Sole Proprietorship
- Business License or State Trade Name Certificate, unless using the full first and last name of the sole owner
- If your business is owned or managed by a Trust, the bank requires the certification of trust or the portion of the trust documenting trustees
- Identification, phone number and tax ID for all account owners and signers
Questions?
If you have additional questions please contact our customer care center at 800.497.8168 (Monday - Saturday, 6 a.m. to 9 p.m. MST), or visit your local National Bank of Arizona branch.
Explore Additional Banking Solutions
We offer a wide variety of banking solutions that can be tailored to the unique needs of any individual or family. While you’re working your way through switching to National Bank of Arizona, now is the perfect time to explore any additional banking needs you may have.
Savings
Plan and save for the future with savings accounts, money market accounts, or CDs.
Credit Cards
With a variety of credit cards available, you can choose the rewards and benefits that fit your lifestyle.
Business Checking
Choose from our business checking accounts with options to help you manage transactions and cash flow efficiently.