1.4 Kick Off Page

This topic describes the product application kick off page and the options available to the applicant to proceed with the application form.

This page displays the various steps involved in the Checking account application and provides the means by which you can proceed with the application. If your business has an existing relationship with the bank, you can select the provided option to Login with the business’ login credentials. This will yield an application form that is much shorter than that of the form you would be required to fill, if your business was new to the bank. In this scenario, since the information of your business is already available with the bank, you would not be required to specify Business Details. Additionally, all the existing financial information of your business will be displayed under the Business Finances section and you can update this information as required. If your business is new to the bank, you can select the option as provided, and proceed to provide information related to your business details, business finances, add stakeholders, etc.

Additionally, this page also provides links and information to:

  • View the list of supporting documents required to be uploaded as part of a business Checking account application.
  • Information pertaining to the application being saved and how you can retrieve it.
  • Terms and conditions that need to be met in order to apply for the product.
  1. Perform any of the following actions:
    1. From the Product Listing page, click Apply Now proceed to the application form for that specific product.
    2. From the Product Details page, click Apply Now proceed to the application form for that specific product.
    3. From the Product Comparison page, click Apply Now proceed to the application form for that specific product.
    4. On Compare Products screen, click Apply Now against any product to apply for that product and proceed to the application form for that specific product.
    The Kick Off screen is displayed.

    Figure 1-5 Kick Off page


    Description of Figure 1-5 follows
    Description of "Figure 1-5 Kick Off page"

    For more information on fields, refer to the field description table.

    Table 1-4 Kick Off page - Field Description

    Field Name Description
    The business is an existing customer with online banking access Select this check-box if you are an existing online customer of the bank.

    This check-box will not appear in case the Joint Account option has been selected since in this case both the applicants will need to be new to the bank.
  2. Click View List link.
    An overlay window on which the list of documents required to support the application for the selected product, will be listed.
  3. Click View Privacy Policy link to view the privacy policy of the bank on a new tab within the same browser window.
  4. Select the The business is an existing customer with online banking access option if the you are an existing online banking customer of the bank and click Apply Now.
    The Login screen is displayed.

    For more information on the application of an existing online banking customer, view the Existing Online Banking Customer section.

Parent topic: Business Checking Account Application