5 Easy Steps: Switching Your Accounts to PNC

Welcome to PNC Bank!

If you've just opened a new PNC business checking account, or you are doing online research about PNC business checking accounts before making your choice, then you'll want to know about our Quick Switch Kit.  It's a resource we offer to our new customers to help make switching your business checking account, and other related business activity like direct deposits or automatic payments, as seamless as possible.

When you start banking with PNC, depending on your prior business checking account activities, you'll need to notify your service providers and other financial institutions of your new account so they can continue the arrangements you have set up with them in the past. 

Remember, a PNC banker is available to help if you have questions at 877-BUS-BNKG (877-287-2654).

Download Our PNC Quick Switch Kit

It's really not hard to do.  And we're here to help you make it as easily as possible. Our Quick Switch Kit is a downloadable pdf with instructions, suggestions for who to notify, tips to improve the process, and even provides letter templates you can fill in with your new banking details and mail out to your service providers. 

Your Switch Kit includes:

  • 5 Easy Steps: Switching to your new PNC business checking account
  • Switching Worksheet
  • Switching Forms
    • Request to Cancel an Automatic Payment
    • Request to Switch an Automatic Payment
    • Financial Services Partner Notification
    • Account Closing Request
  • Transition Checklist

Download PDF

Please note:

PNC cannot guarantee that these forms will be accepted in every instance. Your old bank, and/or your key financial services partners, may require you to make any or all of these requests in person or by some other method than by mail. Also, they may require more or different information than is contained on the letter templates that follow.

Just 5 Easy Steps

Step 1: Begin Using Your New PNC Business Checking Account

Now that you’ve opened your new account, it’s time to get started on the basics!

Online banking access is a great place to begin, and business customers are automatically mailed a User ID mailer and PIN upon opening a new account.

To get started in Online Banking:  Visit pnc.com/smallbusiness and click the Enroll In Online Banking link, located in the Sign on to Online Banking section at the top right of the page.

Tip: You will need to enter your Federal Tax Identification Number, Four-Digit PIN (from the mailer) and your new PNC Account Number to complete the enrollment process.

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Important Legal Disclosures and Information

Banking products and services and bank deposit products are provided by PNC Bank, National Association (N.A.), a wholly-owned subsidiary of The PNC Financial Services Group, Inc. and Member FDIC.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.