Get Wire Transfer Authorization Form - Valley First Credit Union - Valleyfirstcu

Filling out the Wire Transfer Authorization Form is a vital step in ensuring that your funds are transferred securely and accurately. This guide will walk you through the necessary steps to complete the form correctly, enhancing your online banking experience.

Follow the steps to complete the wire transfer authorization form.

1. Press the ‘Get Form’ button to access the Wire Transfer Authorization Form and open it in your preferred editor.
2. Input your member information in the designated fields, including your name, address, and driver’s license number. Ensure that the address includes the city, state, and zip code.
3. Provide your security account code word and phone numbers, including a callback number if different from your primary contact number.
4. In the wire information section, enter your member account number along with the type of account (savings or checking) you would like to use for the transfer.
5. Specify the amount you wish to wire and indicate whether it is a domestic or foreign transfer.
6. Fill in the receiving bank's information. This includes the bank name, ABA number, branch street address, city, state, zip code, and phone number.
7. If applicable, complete the secondary receiving bank information using the same format as the primary receiving bank.
8. If you have any special instructions, such as information about the escrow account, provide these in the special instructions field.
9. Fill in the beneficiary information, including their account number, type of account, name on the account, street address, city, state, zip code, and phone number.
10. Read the important information regarding your authorization carefully before signing. Make sure you understand the terms related to fees and potential liabilities.
11. After reviewing all fields for accuracy, sign the form with your name, date, and any required identification such as your account details.
12. Once completed, you can save your changes, download the form, print it out, or share the form as necessary.

Complete your documents online today for a smoother banking experience.