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2020_Q1_mtgreasons
  • Campaign Section
Content ID(s):
  • 2020Q1
Product Code: 001
Product Name: Unknown
Source Code (SPID):
Email Template ID:
Email Folder Name:
Meetings Category PERSONAL

Hide category:
false
Category Title:
Everyday banking
Category Image:
/content/dam/chase-ux/microsites/meetings/Everyday Banking Illustration 2x.png
Reasons:
  • Reason Code : SERVICE_EXISTING_ACCOUNT_SOMETHING_ELSE
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting:

    Please have your state ID or driver's license and access to chase.com available during our call.

     

  • Reason Code : NEW_ACCOUNT
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
    Did you know you can also do this online?
    Click here to apply. ❯ Click to learn more about opening account
    • Link Title: Click here to apply.
      Link URL : https://personal.chase.com/personal/checking
      Link Accessibility Text: for a personal checking account.
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : NEW_CREDIT_CARD
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
    Did you know you can also do this online?
    Click here to apply. ❯ Click here to self service.
    • Link Title: Click here to apply.
      Link URL : https://creditcards.chase.com/all-credit-cards
      Link Accessibility Text: for a credit card
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.  
  • Reason Code : SAVINGS_PLAN_DISCUSSION
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
Meetings Category CHASE_FOR_BUSINESS

Hide category:
false
Category Title:
Chase for Business
Category Image:
/content/dam/chase-ux/microsites/meetings/Chase for Business Illustration 2x.png
Reasons:
  • Reason Code : SBS_ACCOUNT_SERVICE_SOMETHING_ELSE
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
    Please visit Chase.com/cares for all Paycheck Protection Program questions.
    chase.com/cares ❯
    • Link Title: chase.com/cares
      Link URL : https://www.chase.com/cares
      Link Accessibility Text:
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : NEW_SBS_ACCOUNT
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
    Did you know you can also do this online?
    Click here to apply. ❯ Click here to self service.
    • Link Title: Click here to apply.
      Link URL : https://www.chase.com/business/checking
      Link Accessibility Text: Click here to self service.
  • Reason Documents:
    Please come prepared with the appropriate people and required ID and documents. For a checklist of the requirements for your business type, see step 1 of our business account-opening guide.

     


  • Reason Documents for Phone Meeting:
    Please come prepared with the appropriate people and required ID and documents. For a checklist of the requirements for your business type, see step 1 of our business account-opening guide.

     

    Note: Depending on your specific needs, we may request further documentation or an in-person meeting.

  • Reason Code : NEW_SBS_CREDIT_CARD
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
    Did you know you can also do this online?
    Click here to apply. ❯ Click here for self service
    • Link Title: Click here to apply.
      Link URL : https://creditcards.chase.com/small-business-credit-cards
      Link Accessibility Text: for a business credit card
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Please keep in mind, the applicant must be one of the company's authorizing officers.

  • Reason Documents for Phone Meeting:

    Remember to have access to chase.com available during our call.

    Note: Depending on your specific needs, we may request further documentation or an in-person meeting.

  • Reason Code : CASH_FLOW_NEEDS
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
    Please visit Chase.com/cares for all Paycheck Protection Program questions.
    chase.com/cares ❯
    • Link Title: chase.com/cares
      Link URL : https://www.chase.com/cares
      Link Accessibility Text:
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary.  The applicant must be an owner or authorizing representative of the company.

  • Reason Documents for Phone Meeting:

    Remember to have access to chase.com available during our call.

    Note: Depending on your specific needs, we may request further documentation or an in-person meeting.

Meetings Category HIDDEN_CATEGORY

Hide category:
false
Category Title:
HIDDEN_TITLE
Category Image:
Reasons:
  • Reason Code : DEFAULT
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
     
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : BANKER_SCHEDULED_APPT_60
    Reason Title :
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
     
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : BANKER_SCHEDULED_APPT_90
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
     
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : BANKER_SCHEDULED-APPT_120
    Reason Title :
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
     
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : BANKER_SCHEDULED_APPT_30
    Reason Title :
    Reason Accessibility Text :
    Reason Description :
    Self Service ? :
  • Reason Documents:
    You should bring 2 forms of ID, one of them primary.
     
    Primary forms of ID include:
    • Driver's license
    • State ID
    • U.S Passport
    Secondary forms of ID include:
    • Credit or debit card
    • Bank statement
    • Recent pay stub or utility bill in your name
    Requirements for non-U.S citizens may vary. Contact your branch to learn more.

  • Reason Documents for Phone Meeting: Please have your state ID or driver's license and access to chase.com available during our call.
  • Reason Code : CWM
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:

  • Reason Documents for Phone Meeting:
  • Reason Code : HL
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:

  • Reason Documents for Phone Meeting:
  • Reason Code : BB
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:

  • Reason Documents for Phone Meeting:
  • Reason Code : CB
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:

  • Reason Documents for Phone Meeting:
  • Reason Code : VB
    Reason Title :
    Reason Accessibility Text : Select the reason to proceed.
    Reason Description :
    Self Service ? :
  • Reason Documents:

  • Reason Documents for Phone Meeting: