Get Authorization For Electronic Funds Transfer (eft). Use This Form To Authorize Tiaa-cref To Debit

The Authorization For Electronic Funds Transfer (EFT) form is designed to simplify the management of your TIAA-CREF Life Insurance premiums. By completing this form, you enable automatic withdrawals from your bank account, eliminating the need for checks and ensuring timely payments.

Follow the steps to successfully complete your EFT authorization form.

1. Press the ‘Get Form’ button to obtain the document and open it in your preferred editor.
2. In the section labeled 'Name,' enter your full name as it appears on your bank account.
3. Provide your 'E-mail Address' for communication purposes.
4. Fill in your 'Street Address,' 'City,' 'State,' and 'Zip' code to confirm your residential details.
5. Sign the form in the 'Signature' section, affirming your authorization.
6. Enter the 'Date' of signing the document.
7. Write your 'Policy Number' for reference regarding your insurance coverage.
8. Select your preferred 'Premium Payment Frequency' from the options: Monthly, Quarterly, Semiannually, or Annually.
9. In the 'Bank Name' section, provide the name of your banking institution.
10. Fill in the 'Bank Address' with the bank's physical address, including 'City,' 'State,' and 'Zip' code.
11. Indicate the 'Type of Account' by selecting either Checking or Savings.
12. Enter your 'Bank Account Number,' ensuring accuracy to avoid errors in transactions.
13. Include the 'Bank Transit Number,' which is the 9-digit number found at the bottom of your personalized check.
14. Once all fields are filled, review your entries for correctness. You can then save your changes, download, print, or share the form as needed.

Complete your Authorization For Electronic Funds Transfer (EFT) form online today to streamline your premium payments.