What information you need is dependent upon the reason you are changing your bank account information
- If you are simply changing from one bank to another
- Email us at vendorinfo@publiccounsel.net and we will send you an EFT DocuSign form to update your banking information
- Things you will need to submit to CPCS:
- A voided check that matches the new account information
- If a voided check is not available, then a letter from the new bank verifying the routing number, account number, and account holder's name
- The old account's routing and account numbers
- Things you will need to submit to CPCS:
- Email us at vendorinfo@publiccounsel.net and we will send you an EFT DocuSign form to update your banking information
- If you are leaving a firm to do work as an individual or you have worked as an individual and are converting to an LLC or sole proprietor
- Contact us at vendorinfo@publiccounsel.net and ask to make a Tax ID Number change
In both cases you will be emailed the necessary forms with detailed instructions on how to fill them out
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