Middle Market Lending Products

Your loans currently being serviced by First Republic are transitioning to our platforms on November 12. Our loan servicing includes processing payments and advances, managing rates, and more.

Important information about the servicing of your loan:

Loan terms will not change.
Loan account numbers will change. Your lending information will populate in your JPMorganChase digital profile on November 13th. After that date, you will receive a communication indicating how your First Republic account numbers map to JPMorganChase.
If you are not the System Administrator for your profile, then your System Administrator will need them to grant you permission to view these loans online.
You may be assigned a different relationship team than the team you worked with at First Republic. These relationship teams will reach out to introduce themselves if they have not already contacted you.
Beginning November 12th, please complete our Borrower Administrative Questionnaire to designate loan contacts and accounts for advances. The Borrower Administrative Questionnaire was enclosed in the letter we sent to you. Email your completed form to chase.borrower.request@jpmchase.com.
If you make your payments by automatic deduction from your bank account, you don’t need to do anything; this service will continue. During the transition, some transactions may be delayed, including your loan payments. Don’t worry, we will not charge late fees for delays while we transition your loans. You will be sent a billing statement for your current loan terms, and we will continue to debit the account designated for automatic payment on the due date specified in your loan documents. Please make sure that you have sufficient funds in this account prior to your due date to avoid overdrafts, late fees, and a potential delinquency.
The due date for your payments will not change. Your statements will be mailed to you and include the amount due.

Important dates

November 7, 2024

The last day to transact on your loan(s) through the First Republic servicing system prior to the transition.

November 8, 2024

The final day First Republic Banking Online and Corporate Online will reflect updated information.

November 8, 2024 - November 12, 2024

Transactions may be delayed, including payments as the transition is underway.

November 13, 2024

Lending products will begin to be serviced by JPMorganChase. Your loan information will begin to populate in your JPMorganChase digital profile. You will receive billing statements from JPMorganChase which will reflect payments you have previously made, your amount due, and your due date.

How payments will work

The due date for your payments will not change. Your statements will be mailed to you and include the amount due. If you do not receive a statement, you must still make your payment on time. If you pay by mail, the mailing address to make your loan payments has changed. This information is listed below along with several options for making your payments.

Regular mail

Your loan statement will include a pre-addressed payment coupon and a return envelope for your convenience. Please write your new loan number on your check.

You’ll need to update the lender address as follows:

JPMorganChase Bank, N.A.
LVL-MM
P.O. BOX 974675
DALLAS, TX 75397-4675

Wiring instructions

Wires should be sent using the following information:

To: JPMorgan Chase Bank ABA# 021-0000-21
Attention: Commercial Bank Servicing 131 S. Dearborn, Floor –4 Chicago, IL 60603-5506
Credit: Account #900-810-8506

For Further Credit

For: Your Company Name
Ref: Facility/Loan/Obligation Number

Questions?

If you have questions about lending services, please call 800-472-9029.

Frequently asked questions

General questions

Is my loan account number changing?

Loan account numbers will change. Your lending information will begin to populate in your JPMorganChase digital profile on November 13th. After that date, you will receive a communication indicating how your First Republic account numbers map to JPMorganChase.

Are the terms of my loan changing?

No, the terms of your loan will not change.

Where can I access my historical records and statements after my loan is transferred?

Historic First Republic records will not be available in your JPMorganChase digital profile.

For First Republic Banking Online users: You can view up to 18 months of First Republic transaction history on your main and account dashboards and view and save up to seven (7) years of First Republic historical statements and documents. Your information will roll off over time. Effective December 12, 2024, the First Republic Online Banking platform will be decommissioned and no longer accessible. Download historical statements and documents prior to this date.

For First Republic Corporate Online users: You can view and save up to 6 months of transaction history from your main account dashboard, up to 18 months of history within Information Reporting, and up to seven (7) years of First Republic historical statements and documents. Your information will roll off over time. Effective December 12, 2024, the First Republic Corporate Online platform will be decommissioned and no longer accessible. Download historical statements and documents prior to this date.

Information about how to access historical deposit and lending statements and documents after this date will be provided later this year.

Payments

Will my automatic loan payments from First Republic transition to JPMorganChase?

Yes. If you make your payments by automatic deduction from your bank account, you don’t need to do anything; this service will continue. During the transition, some transactions may be delayed, including your loan payments. Don’t worry, we will not charge late fees for delays while we transition your loans. You will be sent a billing statement for your loan, and we will continue to debit the account designated for automatic payment on the due date specified in your loan documents. Please make sure that you have sufficient funds in this account prior to your due date to avoid overdrafts, late fees, and a potential delinquency.

Is bill pay the same as automatic loan payments and will it transition?

No, they are different. Automatic bill payments were set up through First Republic directly. Bill pay is set up through a third-party service and you control the payment, amount and payee. For payments made after November 8, 2024, please change any third-party bill payments to:

JPMorganChase Bank, N.A.
LVL-MM
P.O. BOX 974675
DALLAS, TX 75397-4675

When should I start making my loan payments to JPMorganChase?

Beginning November 12, 2024, loan payments should be made to JPMorganChase. Going forward, the due dates for your payments will not change.

What if I already mailed my payment to First Republic?

Payments already mailed to First Republic will be forwarded and applied to your JPMorganChase loan account. Starting November 12th, 2024, if you prefer to make payments by mail, please send future payments to:

JPMorganChase Bank, N.A.
LVL-MM
P.O. BOX 974675
DALLAS, TX 75397-4675

Will I be charged any late fees if my payment is delayed because of this change?

No, if there are any delays of payments due to this integration during the transition period, late fees will not be assessed.

Online and mobile access

When can I view my loan or make a payment to JPMorganChase?

Loans will begin to be visible and actionable in your JPMorganChase digital profile starting November 13, 2024. If you are not the System Administrator for your profile, then your System Administrator will need them to grant you permissions to see these loans online.

How do I create a JPMorganChase digital profile?

If you do not have a JPMorganChase digital profile, you will be receiving an email with login instructions to create your account when your loan transitions from First Republic to JPMorganChase.

When will my other First Republic accounts transition to JPMorganChase?

Other accounts with First Republic will transition to JPMorganChase at a later date.

Can I continue to access my loan through First Republic online?

November 8, 2024, is the last day your loan account information will be updated and you will be able to complete any transactions using First Republic Online or Corporate Online. After that, you will have view only access. Once the transition is complete, information in your First Republic platforms will show a balance of zero and a transaction that your remaining balance has been transitioned to JPMorganChase.

Additional services

I have more questions how do I contact JPMorganChase?

You'll continue to have a coordinated team to support you throughout the transition and beyond.

If you have questions about lending services, please call 800-472-9029.

Chase.com | JPMorgan.com | JPMorgan.com/payments

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