FDIC-Insured - Backed by the full faith and credit of the U.S. Government

 

Switch To Plumas Bank - Business Clients

Step 1: Ready to Make the Switch? Open a Business Account

We value your time and know you’re busy. Stop by the branch or call us, and we’ll get to work for you. To open a business account, you’ll need to provide:

  • Your social security number and government issued ID for all signers/owners
  • Contact info about all business owners and additional account signers
  • Business EIN (employer identification number) or social security number
  • A completed Customer Identification Program ID Form
  • Other documents as needed - your business advisor can share more.

Step 2: Let Us Set Up Your Account Services 

We will set up your account services so you have everything you need. 

  • Order your debit card
  • Enroll in online banking
  • Enroll in mobile banking
  • Order Checks
  • Determine ACH needs
  • Determine Positive Pay Processing
  • Determine Remote Deposit Check Processing
  • Determine Merchant Services Credit Card Processing
  • Set up Night Drop

Step 3: Establish Payables and Receivables

  • Now you’re ready to contact the companies you pay and companies that pay you. Provide them with your new Plumas Bank account and routing numbers.
  • Additionally, contact any Direct Deposits you may have set up with companies or government agencies to have, for example, paychecks, government checks, or tax refunds automatically deposited into your account.  Provide them with your new Plumas Bank account and routing numbers. 
  • Set up BillPay in your online banking portal and switch over any automatic transfers. 

Need help but don’t have time to visit the branch? The experts in our Client Resource Center can walk you through step by step. Call us at 888.375.8627, Monday - Friday, 8:00 a.m. - 5:30 p.m.

Step 4: You're Ready to Close Your Old Accounts

  • Confirm that all checks have cleared and that your automatic payments have been moved over. 
  • Close your old accounts. 
  • Celebrate a job well done!

We’re cheering for your success.  

Once you’re all set up, we are your partners to support the health and growth of your business. We’re excited to join you on your journey and hear about all the opportunities and challenges you’re experiencing. Our goal is to help you be successful — you’ve got this!

Let’s Get Started 

Contact us and our local banking experts will reach out to get to know you and your business. We look forward to working with you.